Lead Wealth Advisor & Client Growth Strategist
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
U.S. Financial Services is seeking a Lead Advisor to manage and strengthen client relationships, deliver financial planning and investment advice, and actively develop new business for the firm.
The role serves as the primary advisor for assigned clients and aims to expand relationships through planning, asset consolidation, and referrals. The position collaborates with service advisors, associate advisors, operations, and investment resources to provide a seamless client experience and
Join us at Kestra Financial as our next Lead Wealth Advisor & Client Growth Strategist in Fairfield, NJ, United States.
This opening is for the Lead Wealth Advisor & Client Growth Strategist role at Kestra Financial.
We are seeking a motivated Lead Wealth Advisor & Client Growth Strategist to join Kestra Financial in Fairfield, NJ, United States.
Consider building your career as a Lead Wealth Advisor & Client Growth Strategist at Kestra Financial.
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