Senior Relationship Advisor (CFP®) in Virginia Beach, VA for Henderson Financial Group

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Senior Relationship Advisor (CFP®)

Position Summary This role is designed for an experienced CFP® professional who wants to focus on deep planning, relationship stewardship, and client outcomes—without prospecting, marketing quotas, or firm management responsibilities. Client Stewardship Serve as Lead Advisor for ~40–50 assigned households Conduct review meetings and planning conversations Own relationship continuity and client satisfaction Escalate complex cases to Chief Advisor Planning & Advice

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