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Wealth Manager
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Full-time
- Our team of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth individuals, professional athletes, corporations, and foundations.
- We're currently looking for a skilled Wealth Manager to join our dynamic team.
- Developing personalized comprehensive financial plans for clients, including advice on investment, insurance, retirement planning, tax and estate planning
- A minimum of 5 years' experience in wealth management or financial planning
- A bachelor's degree in Finance, Economics, or related field
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