Veritas Partners in Raleigh, NC seeks an experienced Wealth Management Officer to join our Wealth Relationship Management team. You will develop new client relationships and maintain existing ones to boost satisfaction and loyalty.
Key duties include assessing client needs, coordinating investment strategies, and offering specialty services such as estate planning, retirement solutions, and tax optimization to deepen engagement and drive growth.
#J-18808-LjbffrSenior Wealth Management & Relationship Advisor in nc at Unknown Company
This position is listed as full time and onsite.