Remote Senior Wealth Advisor — Holistic Planning
Baldwin Risk Partners, LLC
Baldwin, NY
- Remote job
A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated advice platform. The ideal candidate will have 5 years of experience, exceptional communication skills, and a proven track record in client retention. Strong capabilities in investment analytics and investment software are essential. This position is remote and offers full-time employment. #J-18808-Ljbffr Baldwin Risk Partners, LLC
Vacancy posted 4 days ago
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