VP Financial Advisor - Wealth Planning Leader
Wealth Enhancement Group
Wealth Enhancement Group is seeking a VP Financial Advisor to join our Walnut Creek, CA team. You will manage client relationships, lead the planning process, and help clients reach their financial goals with a planning-first approach. Responsibilities include conducting annual reviews, sourcing prospects, closing leads, and mentoring junior team members within a collaborative, compliant environment. #J-18808-Ljbffr Wealth Enhancement Group
Vacancy posted 4 days ago
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