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Lead Wealth Advisor - Client Growth & Strategy

Modern Wealth Management

Glidden, IA

A financial advisory firm in Glidden Township is seeking a Lead Advisor to focus on client retention and managing existing client relationships. You will conduct all client meetings and address complex financial issues independently. Required qualifications include a Bachelor's degree in a related field and a minimum of 5 years' experience in financial planning or investment management. The role is full-time and involves mentoring junior staff while collaborating with senior advisors on investment strategies. #J-18808-Ljbffr

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Vacancy posted 14 hours ago
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