Senior Financial Advisor & Planning Leader - CFP
Right Executive Search, LLC
Right Executive Search, LLC presents a Senior Financial Advisor/Senior Financial Planner CFP opportunity with a leading wealth management firm in Avon, CT. The role emphasizes ownership of client relationships, holistic planning, and mentoring junior planners. You will lead client meetings, identify planning opportunities, and deliver retirement, tax, estate, and investment guidance within a collaborative growth-focused environment. #J-18808-Ljbffr Right Executive Search, LLC
Vacancy posted 5 days ago
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