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Senior Financial Advisor: Inherit $100M Book

Rogue Search

RogueSearch seeks an experienced Financial Advisor to assume leadership of a substantial existing book of business in a structured succession plan. The role offers a clear, multi-year transition tied to a retirement event in April 2027, with a path to ownership and client-centric continuity. The opportunity emphasizes portability of client relationships, steady growth, and a partnership structure that rewards long-term performance and client focus. #J-18808-Ljbffr Rogue Search

Vacancy posted 22 hours ago
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