Expert Financial Advisor - Detroit - beBeeClientAdvocate

    beBeeClientAdvocate
    beBeeClientAdvocate Detroit

    6 hours ago

    Job title: Senior Financial Planner Client-First, Fee-Based

    Description

    About this Role:

    • Collaborate with clients as a trusted advisor, offering personalized guidance on complex financial matters.
    1. Developing lasting connections with clients by actively listening to their concerns and providing actionable recommendations based on their specific goals and objectives.

      *Actively build relationships
      *Tailor approaches
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