Hybrid Senior Wealth Advisor - Financial Planning (Remote)
Boston Staffing Partners
A staffing firm in Livonia, MI is seeking a full-time Senior Wealth Management Advisor. This hybrid role involves providing comprehensive wealth management services, including financial and retirement planning, to clients. Candidates must possess strong skills in financial planning, proven investment management experience, and relevant certifications like CFP or CFA. The advisor will build lasting client relationships, develop tailored financial strategies, and conduct portfolio reviews to ensure client satisfaction. #J-18808-Ljbffr Boston Staffing Partners
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