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Elite Personal Wealth Advisor – HNW Planning
Job in
Columbus, Muscogee County, Georgia, 31900, USA
Listed on 2026-01-27
Listing for:
BIP Wealth
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in Columbus, GA, is seeking a Personal Wealth Advisor to provide exceptional financial advisory services to high-net-worth clients. The role involves evaluating clients' financial situations, recommending tailored investment strategies, and ensuring timely responses to inquiries. The ideal candidate will have a bachelor's degree, CFP® certification, and strong project management skills. This position offers a dynamic work environment where the advisor will lead client meetings and curates both public and private market opportunities.
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