Financial Planner & Client Relations Lead
The LifeWealth Group
The Lifewealth Group is seeking a Financial Planner who serves as the essential link between clients, support staff, and advisors, delivering technical planning and investment management under supervision or independently. The role includes supervising junior staff, managing client relationships, maintaining assets, and pursuing growth opportunities, while ensuring compliance and accurate data in CRM and planning software. Excellent communication and leadership are a must. #J-18808-Ljbffr The LifeWealth Group
Vacancy posted 3 days ago
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