Top Tech Jobs & Startup Jobs

Develop and maintain long-term client relationships, deliver comprehensive financial planning (retirement, wealth accumulation, protection, estate, business planning), identify planning opportunities, build referral networks and centers of influence, leverage CRM and planning technology, and mentor/build teams while pursuing leadership and succession planning.

Build and grow a client-focused advisory practice: manage long-term client relationships, conduct comprehensive financial reviews, deliver personalized planning, pursue business development and referrals, mentor developing advisors, and participate in leadership and succession planning while leveraging firm marketing and support resources.

Lead and grow a national retirement planning division serving federal, state, and public employees. Maintain an active advisory practice, conduct retirement consultations, convert prospects, provide case design and planning guidance, mentor and onboard advisors, and support strategic growth and platform development.

Serve as a client-facing advisor delivering comprehensive financial planning (retirement, wealth accumulation, protection, estate, business planning), manage and grow client relationships, develop referral networks and centers of influence, leverage CRM and planning technology, mentor/lead teams, and support succession and practice growth.

Serve and grow client relationships through comprehensive financial planning (retirement, accumulation, protection, estate, business planning). Develop referral networks and centers of influence, use CRM and planning tools, mentor/lead teams, and plan for succession and long-term practice growth.

Manage and grow a client-focused wealth advisory practice: build and maintain long-term client relationships, conduct comprehensive financial planning (retirement, wealth accumulation, protection, estate and business planning), generate referrals and centers of influence, leverage CRM and planning technology, mentor or build teams, and pursue succession and leadership opportunities within a collaborative firm.

Serve as an experienced financial advisor: manage long-term client relationships, deliver comprehensive financial planning, pursue retirement/protection/wealth goals, grow referral networks, lead business development, mentor junior advisors and support practice succession and leadership growth.

Build and grow a client-focused financial practice: manage long-term client relationships, deliver comprehensive financial planning, pursue business development and referral networks, mentor junior advisors, and lead succession and practice-continuity planning.

Build and manage long-term client relationships, perform comprehensive financial reviews, identify planning opportunities, deliver customized wealth, retirement, protection, estate and business planning recommendations, and grow a practice through referrals, networking, and leadership development using CRM and planning technology.

Build and manage long-term client relationships, deliver comprehensive financial planning (retirement, wealth accumulation, protection, estate, business planning), grow a practice through referral networks and centers of influence, leverage CRM and planning technology, mentor and develop teams, and support succession and legacy planning.