Senior Wealth Planner for High-Net-Worth Clients

An established industry player is seeking a dynamic Wealth Advisor to enhance their financial planning practice. This role is pivotal in managing and growing a portfolio of high-net-worth clients, requiring strong investment knowledge and excellent relationship management skills. You'll provide tailored wealth planning services, conduct regular client reviews, and ensure compliance with regulatory requirements. Join a collaborative environment where your proactive approach will drive client satisfaction and business efficiency. If you are passionate about wealth management and client success, this opportunity is perfect for you.

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