Upvote
Downvote
Lead Advisor
Share Job
- Suggest Revision
Full-time
- J BLACK FINANCIAL GROUP, a successful and rapidly growing boutique wealth management firm is looking to add an experienced Lead Advisor to manage and provide financial planning advice to existing clients, as well as develop new business.
- The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning and risk management.
- Directly responsible for client satisfaction with firm and retention of client accounts.
- Manages and supervises formulation and implementation of risk and investment strategies consistent with comprehensive financial plan prepared for each client individually.
- Ability to work with a close-knit team.
Active Job
Updated 2 months agoSimilar Job
Relevance
Active