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Senior Financial Advisor - Remote Pensions & Drawdown Expert

remoteMillbrae, CASenior L5
Moneybox is seeking a Senior Financial Advisor to anchor complex pension and drawdown cases, guiding Advisers and shaping advice outputs. You will ensure plans are suitable and compliant while coaching others and supporting the Advice Engine. You will lead video consultations, handle escalations, and drive high-quality outcomes for retirement planning, in a remote role with strong team culture and impact.
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Level

Senior L5

Location

Millbrae, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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