Senior Wealth Advisor for High-Net-Worth Clients
Mariner
Mariner in Tulsa, Oklahoma is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. You will collaborate with the wealth management team to create customized financial strategies that align with client goals. The ideal candidate should possess a Bachelor’s degree, Series 65, CFP or CFA certification, and 5+ years of relevant experience. This role offers opportunities for professional growth while actively engaging and leading client relationships. #J-18808-Ljbffr
Vacancy posted 22 hours ago
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