Fwainvest seeks a Private Wealth Consultant to partner with financial advisors, guiding high-net-worth clients in comprehensive wealth planning, including estate, tax and retirement strategies. You’ll lead large cross-functional projects and provide indispensable service to advisors and clients.
The role emphasizes educating advisors on wealth management offerings and collaborating with legal and tax professionals to support asset retention and growth. Remote options available.
#J-18808-LjbffrSenior Wealth Planning Consultant (Remote) in town of florida at Unknown Company
This position is listed as full time and able to be worked remotely.