The Advisor Liaison serves as the primary point of contact for financial professionals, providing relationship support, compliance oversight, and operational guidance. They are responsible for reviewing sales activity, resolving escalated issues, and supporting business growth through strategic collaboration.
The Managing Director will lead the growth and expansion of the financial planning outsourcing business by developing strategic initiatives and driving business development. They are responsible for managing client relationships, overseeing service delivery, and leading a team of financial planning professionals.
