Senior Financial Planning Strategist & Client Relations
Synergy Wealth Alliance
Synergy Wealth Alliance is seeking a Financial Planning Strategist / Relationship Manager to support our Private Client division. The role emphasizes delivering sophisticated, tax-aware planning for high-net-worth individuals and families, with a focus on existing client relationships rather than new business development. The ideal candidate will expertly manage client relationships, participate in client meetings, and collaborate with advisors to scale the firm's planning capabilities. #J-18808-Ljbffr Synergy Wealth Alliance
Vacancy posted 1 day ago
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