Financial Advisor: Client-First Planner with CPA Referrals
Kinnect Advisors
Kinnect Advisors in the Woodbridge area is seeking a relationship-driven Financial Advisor to become the primary planning resource for clients working with their CPA partner. This is an immediate opportunity to join an established practice with steady referrals and regular office foot traffic. You’ll meet walk-in and referred clients in person, lead comprehensive financial planning conversations, and expand tax-focused relationships into full financial planning engagements. #J-18808-Ljbffr Kinnect Advisors
Vacancy posted 3 days ago
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