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Senior Financial Advisor: Growth & Client Closings Lead

DUNCAN FINANCIAL MANAGEMENT, INC., West Palm Beach, FL, United States


A financial services firm located in West Palm Beach is seeking a Lead Financial Advisor to manage client relationships and convert leads into clients. This high-ownership role requires an Active Series 65 license and at least 2 years of experience in client acquisition within financial services. Responsibilities include advising clients on financial strategies, maintaining ongoing relationships, and operational execution to ensure client satisfaction. Strong communication and managing skills are essential. #J-18808-Ljbffr