Unknown Company

Lead Private Wealth Advisor – Practice Lead

fresno, ca • Posted 3 days ago
Onsite Full Time Finance

Empower seeks a Senior Private Wealth Advisor – Practice Lead to serve as the lead advisor for a dedicated client team working with high-net-worth clients in the Fresno area. The role emphasizes retaining and growing assets through personalized financial advice and strategic relationship management.

You will collaborate with a Wealth Advisor and Client Experience Specialist, travel to meet clients, and contribute to a first-class client experience.

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