Lead Wealth Advisor Client Relationships & Growth

Ivy Way Placements

Fort Lauderdale, FL

JOB DETAILS
SKILLS
Customer Relations, Customer Relationship Management (CRM), Financial Planning, Financial Services, Investment Management, Wealth Management
LOCATION
Fort Lauderdale, FL
POSTED
1 day ago

A wealth management firm in Fort Lauderdale is seeking an experienced Lead Financial Advisor to manage client relationships and guide clients through financial planning. The ideal candidate will have a Bachelor's degree, at least 3 years of experience in investment management or financial services, and a client-first attitude. This role offers a collaborative work environment and opportunities for professional growth, along with health and retirement benefits. Interested candidates should apply today!#J-18808-Ljbffr

About the Company

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Ivy Way Placements