Lead Wealth Planner - Client Growth
MetaOption LLC
MetaOption, LLC seeks a driven Lead Sales Advisor to grow and maintain client relationships within financial planning and wealth management. You will work with a supportive marketing and lead development team, converting qualified opportunities into lasting client engagements. The role emphasizes consultative planning, fiduciary guidance, and collaboration with planning and service teams to deliver tailored retirement and investment strategies while meeting annual production goals. #J-18808-Ljbffr MetaOption, LLC
Vacancy posted 1 day ago
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