Senior Wealth Strategy & Planning Advisor

A leading financial services firm in Florida is seeking a VP, Wealth Management Advisor to build client relationships and develop comprehensive financial plans. This senior position requires expertise in wealth management and extensive experience in the ultra-high net worth sector. Candidates should possess various financial certifications, including Series 7, 63, 65, and 66, and have a background in complex financial planning. The role emphasizes collaboration and the ability to manage multi-generational financial strategies. #J-18808-Ljbffr