Lead Financial Advisor - Emerald Financial Group
Thrivent(1 day ago)
About this role
The Lead Advisor at Emerald Financial Group is responsible for guiding clients towards their financial and investment goals while leading a team of financial advisors. The role involves strategic direction, business growth, and maintaining high service standards. It offers an opportunity to work within a well-established financial practice focused on serving individuals and families preparing for or in retirement.
Required Skills
- Financial Planning
- Investment Strategies
- Client Relationship Management
- Team Leadership
- Regulatory Compliance
- Financial Advisory
- Finra
- Insurance Analysis
- Trade Execution
- Business Development
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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