A leading financial services firm is seeking a Lead Advisor to act as a Personal CFO, delivering exceptional wealth management experiences. This role requires 6+ years in financial or estate planning and the CFP® designation. You will leverage internal resources to meet client objectives and develop strong community relationships. The position offers a competitive salary of $150,000 to $200,000 per year, a robust benefits package, and opportunities for career growth in a flexible, team-oriented environment.
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