Independent Wealth Advisor: Grow an Established Client Book
The Well
The Well in Texas seeks a Wealth Advisor to own and grow an established book of client relationships within an independent fiduciary‑first RIA. You will present financial plans and investment recommendations with full independence and leverage firm-generated leads from a national program and CPA referrals. 5+ years in wealth management and proper Series licenses are required, with a track record of growing a book. #J-18808-Ljbffr The Well
Vacancy posted 1 day ago
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