Senior Wealth Solutions Consultant for Advisors
A financial services company based in the Town of Florida is seeking an experienced Private Wealth Consultant to join their Wealth Solutions team. The ideal candidate will consult financial advisors and their clients on wealth management products and services, leveraging over 10 years of relevant experience. The role involves leading impactful projects, building relationships with advisors, and providing comprehensive financial planning strategies. A Bachelor's degree in finance or a related field is required, along with certifications like CFP.
#J-18808-Ljbffr