Senior Wealth Architect: Planning, Investments & Advisory
Bill Good Marketing
Bill Good Marketing is seeking a Senior Wealth Strategist to anchor portfolio management, comprehensive financial planning, and advisor support for a strong local client base in the Greater New Orleans area. You’ll work across three areas: investment work, planning, and client support, with a significant scope to influence strategy and outcomes. Strong CFA/CFP/CPA progress and CRM/finance software experience are valued. #J-18808-Ljbffr Bill Good Marketing
Vacancy posted 2 days ago
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