Financial Planner - Clearwater
2 days ago
Job summary
A collaborative financial planning role with strong leadership mentorship and growth opportunities in the Tampa Bay area.
Responsibilities
- Serve as primary or co-primary advisor for a group of client relationships.
- Deliver comprehensive financial plans and investment recommendations.
- Identify planning opportunities across retirement, tax, estate, and risk.
- Support client retention and deepen long-term relationships.
Job description
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