Lead Financial Advisor — Build Wealth & Lead Clients
Advisor Talent Solutions
Advisor Talent Solutions in Dublin, CA is seeking a Lead Advisor to enhance client relationships and provide outstanding financial planning services. Ideal candidates will have over 2 years of financial service experience and necessary certifications, focusing on delivering exceptional client service and productivity. This role includes building financial plans for new clients, preparing presentations, and offering guidance on investments, insurance, and retirement strategies. The position also provides a competitive compensation package with a base draw and variable performance bonuses. #J-18808-Ljbffr Advisor Talent Solutions
Vacancy posted 3 days ago
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