Senior Financial Planning Lead Advisor
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Apollon Wealth Management, LLC is seeking a Planning Lead Advisor to join our financial planning team in a hybrid/remote capacity. The role focuses on delivering comprehensive plans, presenting strategies, and collaborating with clients and team members to achieve optimal financial outcomes.
The ideal candidate will hold a CFP designation, possess Series 65 or 66, and have 3+ years of financial planning experience, including leading client meetings.
Consider building your career as a Senior Financial Planning Lead Advisor at Apollon Wealth Management, LLC.
Join Apollon Wealth Management, LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Financial Planning Lead Advisor role at Apollon Wealth Management, LLC, based in Mount Pleasant, SC, United States.
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