Wealth Management Advisor
Greenleaf Trust
Greenleaf Trust seeks a seasoned Wealth Management Advisor to manage client relationships and implement personalized wealth plans. You will collaborate with tax, legal, and estate professionals to deliver holistic solutions aligned with fiduciary standards. You will meet with clients, translate goals into action, monitor portfolios, and contribute to business growth through referrals and community engagement. #J-18808-Ljbffr Greenleaf Trust
Vacancy posted 5 days ago
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