MOHR Talent in Oostburg, Wisconsin is seeking a Senior Wealth Advisor to take over an established book of high net worth client relationships. This role offers a substantial, ready-made portfolio with no cold calling, working alongside a collaborative team that shares revenue and supports each other's success.
You will serve as the primary relationship manager for the portfolio, conducting regular reviews and developing comprehensive financial plans across retirement, tax, estate, and legacy
#J-18808-LjbffrSenior Wealth Advisor - High Net Worth Portfolio in oostburg at Unknown Company
This position is listed as full time and onsite.