Lead Wealth Advisor: Strategy & Growth
The Well
The Well, a fiduciary-focused wealth management firm, is seeking a Lead Advisor to provide wealth management strategy for client portfolios and to drive business growth. Reporting to the Senior Advisor, you will construct financial plans and investment strategies for multigenerational families and lead Wealth Management Strategists (WMS). You will coordinate client communications, lead meetings with WMS support, price and close qualified prospects, and mentor junior advisors. #J-18808-Ljbffr The Well
Vacancy posted 3 days ago
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