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Sr Lead Advisor
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$95,000 - $200,000 a year
Full-time
- Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives.
- The firm provides comprehensive financial planning, investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
- They are adding a Lead Financial Advisor to support the firm.
- Work closely with other departments within the financial advising firm, such as investment analysts, legal, and compliance teams, to ensure a comprehensive and coordinated approach to client service.
- Ability to advise clients on all aspects of their balance sheet including investment accounts, cash management, qualified plans, real estate, credit and alternatives
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