Senior Private Wealth Advisor - Strategic Planning & Growth
Veritas Partners
Veritas Partners is seeking a Private Wealth Advisor in Syracuse, NY, to build and maintain client relationships by delivering comprehensive wealth planning and coordinated financial strategies. Candidates should have a Bachelor's degree and minimum five years of experience in wealth management and business development. Preferred certifications include CFP, CPA, or JD. The role involves developing financial plans, prospecting new clients, and ensuring compliance with regulatory requirements. #J-18808-Ljbffr Veritas Partners
Vacancy posted 4 days ago
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