Lead Wealth Advisor — Client Relationships
Job in
Fort Lauderdale, Broward County, Florida, 33336, USA
Listed on 2026-01-24
Listing for:
Ivy Way Placements
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A wealth management firm in Fort Lauderdale is seeking an experienced Lead Financial Advisor to manage client relationships and guide clients through financial planning. The ideal candidate will have a Bachelor's degree, at least 3 years of experience in investment management or financial services, and a client-first attitude.
This role offers a collaborative work environment and opportunities for professional growth, along with health and retirement benefits. Interested candidates should apply today!
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