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Client-First Financial Advisor (Partially Remote)

Beacon Asset Management LLC, Owensboro, Kentucky, us, 42302

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A financial services firm in Owensboro, Kentucky is seeking a Personal Financial Advisor. The role involves analyzing financial data to create strategies that cater to client needs, researching investment opportunities, and maintaining strong client relationships. Ideal candidates will be experienced in CRM, financial analysis, and Microsoft Teams. This position offers competitive compensation, access to modern tools, and a client-first culture focused on trust and transparency. #J-18808-Ljbffr