Client-Centric Senior Financial Advisor - Planning & Growth
AP Rochester
AP Professionals is partnering with a national wealth management firm to grow their team. The role focuses on client retention and presenting client-related financial plans and investment recommendations with existing clients. No book of business required. Strong communication skills are essential. The candidate will conduct ongoing client meetings, manage onboarding for new clients, and collaborate with Senior Advisors to implement investment strategies for top clients. #J-18808-Ljbffr AP Rochester
Vacancy posted 5 hours ago
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