Private Wealth Advisor: Build Your Practice
IDEX Consulting
IDEX Consulting is launching a private wealth practice in the New York metro area. As the first dedicated Private Wealth Advisor in the region, you will build your own book from scratch or, if experienced, grow an existing one—backed by the resources, brand and referral network of a well-established, employee-owned national insurance brokerage.
You will manage a holistic wealth plan across cash flow, protection, investments and estate planning, collaborating with centralized teams and an
#J-18808-LjbffrVacancy posted 5 days ago
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