Senior Wealth Advisor for HNW Relationships (CFP)
JCW Group
JCW Group in Lynn, MA seeks a senior Wealth Advisor to take over key high-net-worth client relationships and manage the main relationship for client accounts. A CFP certification is preferred, with capability to assist in financial planning and make tailored recommendations. The role requires proven experience in a similar wealth-management capacity and the ability to lead in a transitioning leadership environment as senior firm leaders retire. #J-18808-Ljbffr JCW Group
Vacancy posted 3 days ago
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