Senior Wealth Advisor | Comprehensive Financial Planning Lead
Cloud Data Vision
Cloud Data Vision is seeking a full-time Wealth Advisor based in Northern Virginia. The Wealth Advisor will serve as the primary relationship manager for assigned clients, providing comprehensive financial advice across various planning disciplines. Candidates must possess a CFP certification and have a minimum of 5 years of experience in wealth management, demonstrating strong communication and relationship-building skills. The role requires onsite presence in Northern Virginia. #J-18808-Ljbffr Cloud Data Vision
Vacancy posted 1 day ago
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