Senior Wealth Advisor — Family-Office Growth & AUM
Miramontes Capital
Miramar? No, Miramontes Capital seeks an experienced Financial Advisor with a substantial client book (>$20M AUM) to join a family-office–style platform. The role emphasizes integrated wealth management across tax, accounting, lending, and insurance, coordinated by the advisor to deliver comprehensive strategies. The advisor will leverage existing relationships, deepen client engagements, and partner with in-house professionals to uncover needs and grow the practice through marketing, sales, and #J-18808-Ljbffr Miramontes Capital
Vacancy posted 2 days ago
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