Future Lead Advisor — Wealth Management
Financial Planner Recruiting, LLC
Financial Planner Recruiting, LLC is helping a boutique wealth management firm in Dallas, TX find a seasoned Financial Advisor who can partner with a senior lead advisor and grow into a Lead Advisor role leading a client pod. The role emphasizes building trust with clients, delivering holistic financial plans, and driving new business while maintaining a premium client experience. Strong licensing and planning tools proficiency are expected. #J-18808-Ljbffr Financial Planner Recruiting, LLC
Vacancy posted 1 day ago
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