Financial Advisor

3 weeks ago


Portsmouth, United States Clarke Financial Management Full time
WHAT WE ARE LOOKING FOR IN A SENIOR FINANCIAL ADVISOR:

CFM is seeking a Senior Financial Advisor to join our client facing Financial Advisory Team in Virginia Beach, VA. The Senior Financial Advisor will work closely with all the departments but specifically with the other Senior Financial Advisors as it pertains to conducting client review meetings, onboarding new clients, tracking of client goals, handling introductory calls with prospective clients and much more.


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