Wealth Planning VP: Private Client-Focused Advisor
Fairygodboss
Fairygodboss is seeking a Vice President, Private Wealth Planner to provide customized wealth and financial planning advice. In this role, you will engage with clients, delivering a comprehensive financial plan and utilizing proprietary software to help clients achieve their financial goals. The ideal candidate will have at least five years in financial services, experience in goals-based investing, and strong communication skills. This position requires travel between offices as needed. Join us in providing exceptional service to our clients! #J-18808-Ljbffr
Vacancy posted 6 hours ago
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