Lead Advisor & Client Strategy Lead

A financial advisory firm is seeking a Lead Advisor to support client relations and team management. The ideal candidate will have experience in financial planning and be adept at communication and organization. Responsibilities include client meetings, team guidance, and task prioritization within a collaborative environment. Candidates must be licensed with a strong background in financial services, showcasing their ability to operate effectively under pressure while promoting client satisfaction. #J-18808-Ljbffr