The Lead Financial Advisor is a key player on our team. You'll be the main point of contact for your clients * diagnosing their needs, building financial plans, making recommendations, and helping them take action You'll quickly step into managing important client relationships that are currently handled by Opal's founders * taking on meaningful, high-quality client relationships right away. You'll also spend part of your time helping to grow the firm * developing new client relationships, COI networks, and identifying opportunities to expand relationships with existing clients
May 09, 2025