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Fiduciary Wealth Advisor ‑Net‑Worth Clients
Job in
Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listed on 2026-06-22
Listing for:
Larson Maddox
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Larson Maddox, a leading financial services organization, is seeking a Wealth Management Advisor to manage and grow a high-quality book of high-net-worth client relationships. This role includes delivering tailored financial planning and investment strategies.
As the primary advisor, you will build relationships, guide clients through complex financial situations like retirement planning, and collaborate with specialists to offer holistic solutions.
The role requires 3+ years in wealth management, a Series 7 license, and a CFP or CFA designation is preferred.
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