Senior Family Wealth Advisor — Lead Client Strategy

An established industry player is seeking a Senior Family Wealth Advisor to join their dynamic team. This role will allow you to leverage your financial planning expertise to guide clients through significant liquidity events and enhance their wealth management strategies. You will be at the forefront of client relationships, collaborating with a dedicated team to deliver exceptional service. If you have a passion for helping families achieve their financial goals and possess strong communication skills, this is the perfect opportunity for you to make a meaningful impact in a fast-growing firm.

Join us in championing wealth creators and innovators in their journey towards financial success.
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