Senior Wealth Advisor
1919 Investment Counsel, LLC
1919 Investment Counsel, LLC is seeking a skilled Client Advisor to manage and advance client relationships, develop tailored financial plans, and work with Portfolio Managers to implement investment strategies. The role emphasizes fiduciary ethics, confidentiality, and high-net-worth client service. The candidate should have 3+ years of financial planning experience, familiarity with Money Guide Pro and eMoney, and advanced degrees such as MBA/JD/MS in Finance, with CFP preferred. #J-18808-Ljbffr
Vacancy posted 5 hours ago
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