Client-Facing Wealth Strategy Advisor
CivicMinds, Inc
CivicMinds, Inc. in McLean, VA is seeking a client-facing wealth management professional to manage and grow client relationships through holistic financial planning and portfolio oversight. You will review portfolios, provide investment guidance, and collaborate with Investment, Tax, Estate Planning, and Risk Management teams to deliver comprehensive strategies. The role requires 4+ years in financial planning or wealth management, a Bachelor's degree, and strong MS Office (Excel) proficiency. #J-18808-Ljbffr CivicMinds, Inc
Vacancy posted 1 day ago
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