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Modern Wealth Management
Glidden,IA

Description

A financial advisory firm in Glidden Township is seeking a Lead Advisor to focus on client retention and managing existing client relationships. You will conduct all client meetings and address complex financial issues independently. Required qualifications include a Bachelor's degree in a related field and a minimum of 5 years' experience in financial planning or investment management. The role is full-time and involves mentoring junior staff while collaborating with senior advisors on investment strategies.#J-18808-Ljbffr

Turn Job Alerts On
Modern Wealth Management Logo
Modern Wealth Management
Glidden,IA

Description

A financial advisory firm in Glidden Township is seeking a Lead Advisor to focus on client retention and managing existing client relationships. You will conduct all client meetings and address complex financial issues independently. Required qualifications include a Bachelor's degree in a related field and a minimum of 5 years' experience in financial planning or investment management. The role is full-time and involves mentoring junior staff while collaborating with senior advisors on investment strategies.#J-18808-Ljbffr


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