Lead Financial Advisor: Strategy, Growth & Mentorship

A dynamic financial advisory firm in California is seeking a seasoned Lead Financial Advisor to manage key client relationships and lead comprehensive financial planning. This role involves mentoring junior team members and influencing strategic initiatives within the firm. Ideal candidates will have over 7 years of experience in wealth management, a bachelor’s degree related to finance, and a CFP® designation. A strong understanding of the RIA environment and exceptional interpersonal skills are essential for success in this collaborative position. #J-18808-Ljbffr