Senior Wealth Advisor for High-Net-Worth Families

A financial advisory firm is seeking a professional to manage and strengthen client relationships within an existing book of business. The candidate will ensure high-quality service delivery, maintain compliance, and leverage extensive wealth management experience. Responsibilities include designing investment portfolios, preparing for client meetings, and fostering collaborative relationships. The ideal candidate should have over 10 years in financial services and strong interpersonal skills, as well as familiarity with financial planning software. #J-18808-Ljbffr Exencial Wealth Advisors