Senior Wealth Advisor: $45M Book, Leadership and Equity
Modern Wealth Management
Modern Wealth Management seeks accomplished wealth management professionals to expand nationwide footprint. Executive Wealth Advisors handle top clients and develop new relationships, with a portable book of at least $45M and accelerated transition support. Primary duties include conducting Get to Know meetings, pursuing new business, managing top client reviews, dedicating time to business development, and collaborating on marketing strategies to attract new clients across markets. #J-18808-Ljbffr Modern Wealth Management
Vacancy posted 3 days ago
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