Senior Wealth Advisor & Portfolio Strategist
6AM City
6AM City, LLC is seeking an experienced professional to manage client portfolios and build meaningful relationships by providing comprehensive investment planning in the Town of Florida, NY. The role involves developing investment strategies and ensuring compliance with fiduciary guidelines. The ideal candidate will have at least 10 years of experience, preferably with a degree in business or finance, and should excel in relationship management and financial analysis. #J-18808-Ljbffr
Vacancy posted 2 hours ago
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