Wealth Advisor for High-Net-Worth Clients

UFCU

UFCU seeks a Wealth Advisor to build and maintain relationships with high-net-worth clients and their families through comprehensive financial planning and progressive investment strategies. You will analyze client financial circumstances, recommend suitable products, and conduct ongoing reviews to ensure objectives are met. You will drive practice growth through business development, community visibility, and collaboration with credit union leaders, reporting to the Program Manager. #J-18808-Ljbffr UFCU

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Vacancy posted 4 days ago

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