Financial Planner & Business Development Specialist (In Office) The Financial Planner is a client relationship and investment management position that provides support for the Lead Advisor and Portfolio Manager. They will work directly with clients to develop and implement comprehensive financial plans that align with their short- and long-term financial goals. This includes retirement planning, investment strategies, tax management, and estate planning. The role requires a deep understanding of financial markets, regulations, and products to provide personalized advice that helps clients secure their financial future. The Business Development Specialist is a client relationship and investment management position that prov