Senior Financial Strategist

4 weeks ago


Alexandria, Virginia, United States Emerson Zane Full time

About the Role:

In this role, you will leverage your financial acumen to provide comprehensive planning and investment strategies to a diverse array of clients, particularly ultra-high-net-worth individuals.

Build and maintain strong client relationships while delivering customized financial solutions.

Access a wide range of services tailored for ultra-high-net-worth clients, ensuring their unique financial needs are met.

Benefit from extensive lead generation efforts that will help you expand your client base and grow your practice.

Key Requirements:

  • 5-10+ years of experience as a Financial Advisor.
  • Certified Financial Planner (CFP) certification is required.
  • Excellent interpersonal skills and a passion for helping clients achieve their financial goals.

Work with a respected firm that is synonymous with excellence in the financial industry.

Enjoy unparalleled support, resources, and a vast referral network designed to maximize your success.



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