Lead Advisor & Client Strategy Lead

A financial advisory firm is seeking a Lead Advisor to assist with client interactions and support the primary advisor. This role requires over 3 years of experience in financial services, excellent communication skills, and the ability to manage a diverse range of responsibilities effectively. Candidates should hold the Series 65/66 and Life/Health insurance licenses, with a preference for CFP certification. The firm values strong organizational skills and a proactive approach in dealing with clients. #J-18808-Ljbffr