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Build and grow a client-focused financial practice by developing long-term relationships, analyzing client goals, recommending retirement/investment/insurance/estate strategies, collaborating with specialists, and using firm-provided marketing, training, and technology support to acquire clients and manage portfolios.

Build and manage client relationships to deliver personalized financial strategies (retirement, investments, insurance, estate planning), provide guidance and education, collaborate with specialists, and grow a book of business through networking and marketing.

Lead and grow a regional insurance and annuities practice by recruiting, training, and mentoring advisors (minimum eight hires/year), maintaining personal production in life insurance/annuities, delivering holistic client strategies, and partnering with internal and external specialists to scale a high-performing, client-focused team.

Build and maintain client relationships using a consultative approach to design personalized financial strategies (retirement, investments, insurance, estate planning). Educate clients, collaborate with CPAs and specialists, and grow a book of business through networking, referrals, and marketing while leveraging firm resources and ongoing training.

Work with clients to create personalized financial plans (retirement, investments, insurance, estate), build and grow a book of business through networking and referrals, collaborate with specialists, and provide ongoing financial education and planning support.

Advise clients on customized financial strategies (retirement, investments, insurance, estate planning). Build and maintain long-term client relationships, educate clients, collaborate with specialists and CPAs, grow a book of business through networking and marketing, and stay current on markets and planning strategies.

Advise clients on investments, retirement planning, and wealth management; assess needs using financial tools and analytics; develop tailored strategies; build long-term client relationships and collaborate with industry experts.

Provide tailored wealth management advice to clients, assess financial goals, recommend investment and retirement strategies, use analytics and industry expertise to develop action plans, and build long-term client relationships while collaborating with internal experts.

Advise clients on tailored wealth management strategies including investments, retirement planning, and financial planning. Use analytics to assess needs, develop action plans, and collaborate with industry experts to build long-term client relationships and deliver personalized financial solutions.

Advise clients on investment, retirement, and wealth management strategies. Assess client goals using financial tools and analytics, develop tailored action plans, and collaborate with industry experts to build long-term client relationships.