asset preservation wealth taxPortland, ME
Lead Financial Advisor: Fully-Scheduled, Revenue-Share
Lead Financial Advisor: Fully-Scheduled, Revenue-Share
Lead Financial Advisor: Fully-Scheduled, Revenue-Share
asset preservation wealth taxPortland, ME
yesterday
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAll Other Insurance Related Activities
Apply for this role (opens in a new tab)Asset Preservation Wealth & Tax seeks an experienced advisor to lead client meetings, close decisions, and drive the entire relationship from discovery to recommendation. You will work with a full-service advisory firm, including planners, tax specialists, and operations, in a Portland-area role with an on-site Lake Oswego office. The position rewards with a strong base salary plus a meaningful share of advisory fees, annuities, and insurance, funded marketing, and a platform that supports
Also on the board Same function, level within a rung
Level
Lead
Location
Portland, ME
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday