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Associate Private Wealth Advisor: Client-Focused Planner

Premier Resources Group (PRG)

Premier Resources Group in Cincinnati seeks a wealth planning professional to collaborate with a private wealth advisor. You will participate in client meetings as chair 2, present and take notes, and help implement financial plans while building strong client relationships. Ideal candidates have a Bachelor’s degree and CFP certification, plus 2–7 years in wealth planning. Strong communication and organizational skills are essential for success and career progression within the firm. #J-18808-Ljbffr Premier Resources Group (PRG)

Vacancy posted more than 2 months ago

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