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Senior Financial Planner - Advisor & Growth Leader
Job Description & How to Apply Below
PKF Francis Clark is seeking an experienced Senior Financial Planner to manage a diverse portfolio and provide high‑quality, compliant financial advice. You will grow client relationships, mentor junior staff, and contribute to regional team development.
The role emphasizes delivering tailored retirement, investment, tax-efficient wealth management, and estate planning while pursuing revenue and AUA growth. Collaboration with paraplanners and client executives is key.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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