Executive Wealth Advisor: Lead Top Clients, 45M Book+Equity
Modern Wealth Management
Modern Wealth Management is looking for accomplished Executive Wealth Advisors to enhance their national footprint. This role involves managing top-tier clients and focusing on developing new client relationships, requiring a portable book of at least $45M in client assets. The position demands a bachelor's degree and 10 years of experience in financial planning or investment management. Generous support for continuing education and excellent health benefits are also provided. #J-18808-Ljbffr Modern Wealth Management
Vacancy posted 3 days ago
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