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Blankinship & Foster, LLC is seeking a Senior Financial Advisor to lead client relationships and drive comprehensive financial planning across retirement, tax, estate, and investment planning. You will coordinate with attorneys, tax preparers, and insurance professionals to implement recommendations and mentor junior advisors.
The role emphasizes collaboration, client-focused service, and contributions to firm growth through business development and strategic initiatives.
Blankinship & Foster, LLC is seeking a Senior Financial Advisor to lead client relationships and drive comprehensive financial planning across retirement, tax, estate, and investment planning. You will coordinate with attorneys, tax preparers, and insurance professionals to implement recommendations and mentor junior advisors.
The role emphasizes collaboration, client-focused service, and contributions to firm growth through business development and strategic initiatives.