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Senior CFP Wealth Advisor — Lead Client Relationships

Judson Group

Judson Group seeks a Senior Financial Advisor – CFP to serve as lead advisor within its client service and financial planning team. You will deliver comprehensive investment and financial planning guidance, strengthen client relationships, and help expand the client base through referrals, networking, and business development. You will influence the broader advisory team, partner with leadership, refine advisory processes, mentor colleagues, and drive initiatives that enhance the client #J-18808-Ljbffr Judson Group

Vacancy posted 3 days ago
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