Lead Financial Advisor: Client Growth & Planning
Bluespring Wealth Partners, LLC
U.S. Financial Services is seeking an experienced Lead Advisor to manage and strengthen client relationships, deliver financial planning and investment advice, and train to develop new business. You will act as the primary advisor for assigned clients and build a proactive pipeline for growth and referrals. The role requires SIE/Series 7/66, CFP® or CFA, a bachelor's degree, and 3+ years in wealth management. On-site in Fairfield, NJ with potential for annual bonus and career progression. #J-18808-Ljbffr Bluespring Wealth Partners, LLC
Vacancy posted 1 day ago
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