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About the role

Wealth Enhancement Group in Hartford, CT is seeking a Financial Advisor to manage client relationships, support senior advisors, and drive planning-based solutions for individuals and families. You will source prospects, close leads, and participate in a comprehensive planning process within a collaborative advisory team. The role requires a 4-year degree, advanced designation (CFP/CPA/MBA), Series 65, and insurance licenses, with 4+ years in wealth management.

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JOB OVERVIEW

Experience level

Senior

Location

Bel Air, MD

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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