Business Owner Services Director — Growth & Strategy Leader

A leading investment advisory firm in Farmington, CT, is seeking a Director of Business Owner Services to oversee planning engagements for business owners. This role focuses on developing personalized financial plans and ensuring clients are prepared for transition points. The ideal candidate will have an entrepreneurial mindset, strong relationship-building skills, and the ability to mentor team members. This position offers significant career growth opportunities in a supportive and dynamic environment. #J-18808-Ljbffr