Lead Financial Planner for High-Net-Worth Clients
NextGenEnergyJobs
NextGenEnergyJobs is seeking a seasoned financial planning leader to supervise a team of planners and deliver personalized plans for high-net-worth clients. You will meet with clients to understand their goals and use planning technology to craft retirement, estate, and investment strategies. You will analyze client financials, collaborate with Wealth Advisors and Operations, and ensure accurate records and regulatory compliance while supporting business development. #J-18808-Ljbffr NextGenEnergyJobs
Vacancy posted 1 day ago
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