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Title : Senior Wealth Advisor - USA-GA-Atlanta
Location : USA-GA-Atlanta
Refer job # EC1K232809030
 
Senior Wealth Advisor

Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the planning process. Responsible for developing and strengthening client relationships. Develop niche expertise in certain business segments and serve as a resource to the firm in that area.
 
Contact the Following Recruit Arrow Office:
Los Angeles
202 S Lake Ave, Unit 250
Pasadena, California 91101
Email: jobs@recruitarrow.com
 
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