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Wealth Management Consultant
3 months ago
This role as a Financial Adviser offers a unique opportunity to be part of a dynamic Independent Financial Advisory firm that is actively expanding through strategic acquisitions.
Key ResponsibilitiesThe selected candidate will be responsible for:
- Onboarding and managing clients acquired through recent business transactions.
- Providing tailored financial advice to enhance client portfolios.
- Contributing to the overall growth and success of the firm.
The firm has successfully completed multiple acquisitions and is poised for further growth. This is an exciting time to become involved with a company that values innovation and client satisfaction.
If you are an experienced Financial Adviser looking to make a significant impact in a thriving environment, this position may be the perfect fit for you.