Client-Focused Financial Planner - Chesapeake, VA
2 weeks ago

Job summary
The Branch Financial Planner is a client-facing, planning-first leader responsible for delivering comprehensive financial plans and helping convert prospects into long-term wealth management clients.What Success Looks Like (First 6–12 Months)
- Run high-quality discovery and planning meetings that move prospects from first meeting → second meeting → onboarding.
- Produce clear, client-ready plans and action items with consistent documentation.
- Become the \
Job description
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