Lead Financial Advisor
Full Time
Mid Level
Posted 1 month ago Expired
This job has expired
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Upload Your ResumeAbout This Role
Serve as a Lead Financial Advisor for a growing financial planning firm, developing and implementing customized financial plans for clients, providing comprehensive advice, and building long-term relationships with an established book of business.
Responsibilities
- Develop, present, and implement customized financial plans for clients
- Provide comprehensive advice across investments, retirement, insurance, annuities, and long-term care strategies
- Participate in firm-hosted workshops, seminars, and client presentations
- Build and maintain long-term client relationships through proactive communication and planning
- Manage and grow an existing book of business provided by the firm
Requirements
- Bachelor's degree
- Active Series 65 or Series 66 and 7
- Active Life and Health insurance license
Qualifications
- Bachelor's degree
Skills
Google Workspace
*
Salesforce
*
Mac-based environment
*
* Required skills
Benefits
Medical benefits
Dental benefits
401(k) retirement plan
Vision benefits
Complimentary food and amenities
About Vaco by Highspring
Our client, a global aviation finance and asset management firm.
Finance
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