Growth-Focused Financial Planner with Lead Support

Lumin Wealth is seeking a Financial Planner to build and grow a client portfolio with the backing of an established, growing firm. You’ll manage clients moving from existing advisers and recent acquisitions, supported by company-provided leads and paraplanning support.

You’ll maintain trusted relationships, deliver compliant, tailored advice, and actively grow new business while hitting KPIs and maintaining high regulatory standards.

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