Trust-Based Financial Advisor: New Client Growth
Leverage Planners LLC
Leverage Planners LLC is seeking values-based Financial Advisors to develop high probability prospects into long-term clients. This role focuses on authentic relationship building rather than traditional sales tactics. Advisors will facilitate advisory sessions, strategies for financial planning, and client onboarding with comprehensive support from internal teams. Qualified candidates must hold or be willing to obtain licenses, including Series 65 and Life & Health Insurance. The position offers a supportive model and competitive compensation. #J-18808-Ljbffr Leverage Planners LLC
Vacancy posted 2 days ago
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