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Full-time · Senior
On-site · Full-time · Senior
Senior
+10K new in the last hour
Lead sophisticated, high-net-worth financial planning strategies and serve as a trusted technical resource to advisors.
Competitive Compensation: Salary commensurate with experience, credentials, and qualifications.
The SWA serves as a relationship manager providing Total Wealth Advisory—a comprehensive, planning-led experience anchored in a personal financial plan and spanning a client’s financial and tax needs.
This role is eligible for discretionary bonuses based on company performance and other factors.
Financial Consultant responsible for wealth management, client relationship building, and financial planning.
This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one.