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Points of Light

Senior Wealth Advisor: Partner Path + Inherited Book

Points of Light, Falls Church, Virginia, United States, 22042

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A financial advisory firm is seeking a Senior Wealth Advisor to take on leadership responsibilities and inherit a significant book of business. Candidates should have 10-15 years of experience in wealth management, with a proven track record of advising high-net-worth clients. CFP® certification is required. This role offers a competitive compensation structure and a defined pathway to partnership, in a collaborative entrepreneurial culture emphasizing client-centric solutions. #J-18808-Ljbffr