CFP-Certified Senior Wealth Advisor for HNW Clients
TIUM Staffing LLC
A leading staffing firm is seeking an experienced Wealth Advisor in Mesa, Arizona, to manage a portable book of assets of at least $50 million AUM. The ideal candidate will have a minimum of 10 years of experience in financial planning and investment management, along with a Certified Financial Planner (CFP) certification. Responsibilities include managing significant client relationships and maximizing business development opportunities. This role involves collaborating on new marketing strategies and participating in investment decision-making processes. #J-18808-Ljbffr TIUM Staffing LLC
Vacancy posted 4 days ago
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