Senior Wealth Advisor — High-Touch Planning for Families
pearlrecruiter
A nationally recognized Registered Investment Advisory seeks a Wealth Advisor in Huntsville, Alabama, to manage and deepen relationships with 100-130 client households. Candidates must have 5+ years of experience, active licenses (SIE, Series 7, Series 66), and the ability to deliver a high-touch client experience. The role involves developing financial plans, providing investment recommendations, and creating portfolio allocations to support families in achieving wealth-related goals. #J-18808-Ljbffr pearlrecruiter
Vacancy posted 17 hours ago
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