Senior Wealth Advisor — Client Transition Lead
Certified Financial Group, Inc.
Certified Financial Group, Inc. is searching for an experienced Lead Advisor in New York. This role involves becoming the primary advisor for an established group of client households through a thoughtful succession from a retiring advisor. Ideal candidates will have over 8 years of experience in financial planning and wealth management, with a focus on building trust and delivering exceptional client service without the pressure of prospecting. #J-18808-Ljbffr Certified Financial Group, Inc.
Vacancy posted 2 days ago
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