Senior Wealth Advisor – Remote | CFP, Path
Position: Senior Wealth Advisor – Remote | CFP, Growth Path
A leading financial advisory firm is looking for a Lead Advisor to help clients align their wealth with their values. This role requires a passion for helping others, strong client relationship management skills, and a CERTIFIED FINANCIAL PLANNER (CFP) designation. The ideal candidate will have over six years of experience in financial and estate planning, working collaboratively within a dynamic team to deliver exceptional service.
This position is considered remote until an office space is secured, offering flexibility and opportunities for growth.
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