Senior Financial Advisor: Client Growth & Planning Leader
Kestra Holdings
U.S. Financial Services seeks a Lead Advisor to manage client relationships, deliver financial planning and investment guidance, and train teams to develop new business in New Jersey. You will serve as the primary advisor, expand existing relationships, and coordinate with internal teams for seamless client service. The role emphasizes building a pipeline, presenting plans, and driving measurable firm growth through proactive engagement and referrals. #J-18808-Ljbffr Kestra Holdings
Vacancy posted 2 days ago
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