Senior Wealth Advisor for High‑Net‑Worth Clients
CivicMinds, Inc
CivicMinds, Inc. is seeking an experienced wealth management professional to identify planning opportunities and help deliver comprehensive financial strategies for high-net-worth clients in Cerritos, CA. You will support client meetings, help develop financial plans, and coordinate follow-up communications, working with internal teams and external advisers to ensure smooth execution of plans and ongoing client satisfaction. #J-18808-Ljbffr CivicMinds, Inc
Vacancy posted 1 day ago
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