What are the responsibilities and job description for the Comprehensive Wealth Manager position at Financial Planner Recruiting, LLC?
About the Role
This position requires a Certified Financial Planner (CFP) with a strong track record of delivering exceptional client service, building trust-based relationships, and developing customized financial plans that meet clients' unique needs and goals.
The ideal candidate will have a proven ability to work collaboratively with internal teams, mentor junior team members, and contribute to a culture of knowledge-sharing and excellence within the organization.
