Senior Tax‑Efficient Wealth Advisor
CMC Recruiting
CMC Recruiting is seeking an experienced wealth management advisor to support high-net-worth individuals and families across New England. You will serve as a trusted advisor, leading comprehensive planning conversations and coordinating with CPAs and other professionals to enhance clients' financial outcomes. The role emphasizes tax-efficient strategies across retirement, estate, investments, and legacy planning, while building deep client relationships and delivering exceptional service. #J-18808-Ljbffr CMC Recruiting
Vacancy posted 5 days ago
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