Senior Wealth Advisor — $45M Book, Leadership & Equity Path
Modern Wealth Management
Modern Wealth Management is expanding its national footprint and seeks accomplished wealth management professionals to deliver exceptional client service with strategic oversight. Executive Wealth Advisors will manage a portable book of at least $45M, conduct Get to Know meetings, drive new business, mentor junior advisors, and guide investment strategies, marketing efforts, and client experience across markets, with leadership opportunities, equity participation, and CFP certification #J-18808-Ljbffr Modern Wealth Management
Vacancy posted 4 days ago
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