Senior Wealth Advisor: Planning-First for HNW Growth
JCW Group
A wealth management firm in Connecticut is seeking a Wealth Advisor to lead a portfolio of high-net-worth clients. The ideal candidate will have 5-10+ years of experience in financial advising, focusing on comprehensive planning and relationship management. Responsibilities include building new client relationships and monitoring investment portfolios. A CFP certification is strongly preferred. This is a full-time role offering a competitive salary and incentives based on client satisfaction. #J-18808-Ljbffr JCW Group
Vacancy posted 3 days ago
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