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Wealth Advisor
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$70,200 - $125,000 a year
Full-time
- Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
- Series 65, CFP or CFA required
- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
- Previous experience with high net worth or ultra-high net worth clients
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