Private Wealth Advisor Build a High-Impact Book
Capital Group
Capital Group, in New York, is seeking a Private Wealth Advisor to cultivate client relationships and build a practice within our Private Client Services team. You will meet with clients, prospects, and referral sources to develop a book of business and deliver exceptional investment results and holistic wealth planning. The role requires an undergraduate degree plus CFP, CFA, or MBA, 10+ years of wealth management experience, and a portable book of business or strong referral network. #J-18808-Ljbffr Capital Group
Vacancy posted 2 days ago
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