Senior Wealth Advisor - Trusted Client Relationships Leader
CMC Recruiting
CMC Recruiting is seeking an experienced wealth management professional to serve as the primary relationship manager for an established client group. You will deepen client relationships, guide high-net-worth individuals through complex financial decisions, and deliver thoughtful, tax-aware planning. This role emphasizes long-term service beyond investments, collaboration with planning, investment, tax, and operations colleagues, and a path to leadership within a boutique New England firm. #J-18808-Ljbffr CMC Recruiting
Vacancy posted 1 day ago
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