Senior Wealth Advisor - Holistic Financial Planning
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Cain Watters & Associates is seeking an experienced Wealth Advisor to manage a book of client relationships and deliver comprehensive financial planning and investment advisory services. Reporting to a Partner and the Director of Wealth Management, you will own client relationships and mentor junior team members.
This role requires a CFP or CPA, at least five years of client-facing experience, and a strong foundation in retirement, tax, estate planning, and investment management.
The Senior Wealth Advisor
- Holistic Financial Planning position in the Finance, Sales field is open for applications.
The Senior Wealth Advisor
- Holistic Financial Planning role at Cain Watters & Associates is now open for applications in Frisco City, AL, United States.
Join us at Cain Watters & Associates as our next Senior Wealth Advisor
- Holistic Financial Planning in Frisco City, AL, United States.
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