Wealth Advisor: High‑Net‑Worth Client Planning
UFCU
UFCU is seeking a Wealth Advisor to build and maintain relationships with high-net-worth clients and their families. You will provide comprehensive financial planning, investment guidance, and personalized service, with ongoing reviews to meet goals. You’ll collaborate with credit union leaders and engage in business development to grow the practice and programs. Responsibilities include assessing client needs, recommending suitable financial products, and guiding families through generations #J-18808-Ljbffr UFCU
Vacancy posted 4 days ago
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