Lead Private Wealth Advisor & Team Builder

Lumida is experiencing rapid growth. The Private Wealth Advisor will lead, train, and supervise our licensed Investment Advisors and Client Services team. The ideal candidate has deep experience building and managing teams as a Registered Investment Advisor, and can design and ensure adherence to client journeys for new and existing clients, from Discovery through ongoing account management. They have dealt with a variety of scenarios spanning asset allocation, financial planning, trust, tax and #J-18808-Ljbffr Lumida Wealth