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Senior Financial Advisor & Client Growth Lead

The Encompass Group, Florida, NY, United States


A well-known financial advisory firm is seeking a Lead Advisor to join their successful team in New York. The role includes managing client relationships, providing expert guidance on financial and investment planning, and ensuring client satisfaction. Required qualifications include CFP® or a similar designation, relevant licenses, and 6-10 years of advisory experience. This position offers a supportive office environment with a commitment to employee growth and development. #J-18808-Ljbffr