Francis Financial is looking for a talented Lead Advisor to join our team. You will be responsible for independent, ongoing management of existing client relationships and the retention of clients. You will help formulate and implement investment and financial planning advice. You will be supported by junior members and mentor and provide guidance to them. We are a fee-only boutique wealth management, financial planning, and divorce financial planning firm based in New York City. This position has remote flexibility and does not require you to be in NYC.
Mar 28, 2025