Upvote
Downvote
Senior Wealth Advisor
Share Job
- Suggest Revision
Full-time
- The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family wealth through building comprehensive wealth plans and investment management.
- Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning.
- The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities.
- The Senior Wealth Advisor will focus on acquiring and managing relationships including ongoing planning, education, coaching, and implementing solutions to meet their clients’ goals.
- Series 65 required
Active Job
Updated 5 days agoSimilar Job
Relevance
Active