Develop and maintain long-term client relationships, deliver comprehensive financial planning (retirement, wealth accumulation, protection, estate, business planning), identify planning opportunities, build referral networks and centers of influence, leverage CRM and planning technology, and mentor/build teams while pursuing leadership and succession planning.

Serve as a client-focused wealth advisor delivering comprehensive financial planning (retirement, wealth accumulation, protection, estate and business planning), building and maintaining long-term client relationships, developing referral networks and centers of influence, and growing a practice through marketing, CRM and planning technology while mentoring and pursuing leadership and succession opportunities.

Manage and grow client relationships through comprehensive financial planning (retirement, wealth accumulation, protection, estate, business planning). Build referral networks, leverage CRM and planning technology, participate in marketing and business development, mentor advisors, and support succession and practice continuity.