
Senior Financial Advisor: Grow Client Relationships & Plans
Journey Advisory Group, LLC, Covington, KY, United States
A financial advisory firm based in Covington, KY is seeking a full-time Financial Advisor to manage and grow client relationships. The successful candidate will transition into primary financial advisory roles, ensuring continuity and delivering personalized financial strategies. Responsibilities include analyzing clients' needs, providing financial recommendations, and collaborating with the firm’s investment team. Candidates should have 3+ years of experience in wealth management, along with active registration as an Investment Adviser Representative (IAR). This is an on-site position that requires strong interpersonal skills and attention to detail.
#J-18808-Ljbffr