Senior Wealth Advisor & Team Leader
Wealthspire
A prominent wealth management firm in Beachwood, Ohio, seeks an experienced Wealth Advisor to serve high net-worth clients. Responsibilities include managing client engagements, executing investment strategies, and developing financial plans. Ideal candidates will have 10+ years in wealth management, strong communication, and problem-solving skills. A Bachelor's degree in finance or a related field is required, along with certifications preferred. Offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr
Vacancy posted 4 days ago
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