Senior Wealth Planner & Advisor
Socket.dev
Merit Financial Advisors is seeking a Wealth Manager to guide clients with financial planning, investments, and risk management. You will work closely with the Business Development team to grow the client base and deliver tailored strategies. The role emphasizes building long-term relationships, regular portfolio reviews, and collaboration across tax, legal, and insurance professionals to meet client goals. #J-18808-Ljbffr Socket.dev
Vacancy posted 2 days ago
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