Fiduciary Financial Advisor - Core Accounts | 40% Travel
The Forge Companies
The Forge Companies is seeking a Financial Advisor within Advocacy Wealth Management's Core Accounts Unit to deliver fiduciary-level financial planning and investment services. You will work autonomously, manage a full client book, and coordinate with internal partners to implement plans and ensure client outcomes. Required FINRA Series 65 (or obtain within 180 days) and Life & Health Insurance licenses (or obtain within 60 days). #J-18808-Ljbffr The Forge Companies
Vacancy posted 4 days ago
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Atlanta, GA1 day ago - Advocacy Wealth Management in Atlanta, GA seeks a Financial Advisor in the Core Accounts Unit to provide fiduciary-level financial planning and investment services for a specialized client base, including plaintiffs with lawsuit recoveries. The role requires autonomous...Accounts
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