Description:
About the Role Are you an experienced Financial Advisor who loves serving clients but doesnt enjoy prospecting or cold calling? Were seeking a dedicated Financial Advisor to step into an existing book of warm client relationships and help manage and grow those relationships in a collaborative, professional CPA office environment with no cold calling required. What Youll Do Client Management Manage and deepen relationships with an existing portfolio of clients Assess clients financial goals, r
Feb 24, 2026;
from:
dice.com