Senior Wealth Advisor - Client Growth & Portfolio Strategy

A leading financial services firm in Boca Raton seeks a Senior Wealth Advisor to build and deepen relationships with clients while providing tailored financial planning and investment advice. The role requires 5-8 years of experience in a sales and service function within financial services, along with strong communication and analytical skills. Candidates must hold Series 7 and 66 licenses. The company offers competitive salary and benefits, with opportunities for professional development. #J-18808-Ljbffr