Lead Financial Planner: Trusted Advisor for Affluent Clients
John Moore Associates
John Moore Associates is seeking an experienced Lead Financial Planner to serve as the primary advisor and trusted financial partner for established and new client relationships in Albuquerque, NM. This role focuses on delivering comprehensive financial plans and high-level client relationships without rainmaking, while being supported by a dedicated team. The successful candidate will lead client meetings, coordinate with CPAs and attorneys, and contribute to investment strategy discussions. #J-18808-Ljbffr John Moore Associates
Vacancy posted 3 days ago
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