Wealth Advisor for High-Net-Worth Clients
Jobtailor
Jobtailor seeks a financial professional to work with high-net-worth individuals, identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations aligned with client objectives. Collaborate with Merrill Financial Advisor Teams to promote portfolio growth, prioritize sourcing prospective clients, and provide customized solutions while maintaining compliance and pursuing ongoing professional development. #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
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...delivering real value to our clients.Our mission is to provide exceptional... ..., and consulting services to high-net-worth individuals, families, and... ...will be a strategic advisor with strong technical expertise... ...to income, estate, gift, and wealth transfer taxes.Serve as a primary...High net worthFull timePrivate practiceLocal area3 days per week- ...Job Description Private Client Account Executive Schedule: Hybrid - 3days in 2 days from home Salary: 100k-135k depending... ...candidate will have a deep understanding of the unique needs of high-net-worth clientele and possess strong policy and product knowledge...High net worthShift work
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