A financial services company is seeking a Senior Wealth Advisor to join their remote-first team. Candidates must have over 9 years of experience as a Financial Advisor, with a portable book of business exceeding $25M in assets under management. The role involves owning client relationships, driving acquisitions, and providing comprehensive financial planning across various strategies. If you thrive in a technology-forward advisory model and have a strong commitment to accountability, this opportunity is for you.
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