Senior Retirement Planning Advisor
Covenant Wealth Advisors
Covenant Wealth Advisors in Williamsburg, VA, is seeking an experienced financial planner to serve as the primary advisor for affluent client families. You will focus on retirement income planning, Roth conversions, Social Security timing, tax optimization, and investment management within a coordinated strategy. You will meet pre-qualified prospects from our marketing and referral network, collaborate with our in-house CPA and team, and help shape processes and client experience while building #J-18808-Ljbffr Covenant Wealth Advisors
Vacancy posted 9 hours ago
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