Senior Wealth Advisor — Lead Clients & Holistic Planning
Listed on 2026-10-30
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Crawford Thomas Recruiting is seeking an experienced Personal Wealth Advisor to lead client relationships and deliver comprehensive financial planning services for a nationally recognized fee-only wealth management firm.
This role offers extensive training, mentorship, profit-based bonuses, and a clear path toward advanced wealth management, leadership, and potential partnership opportunities.
Requirements include CFP® or ChFC® plus Series 65/66, and 3+ years of client-facing experience.
Step into the Senior Wealth Advisor — Lead Clients & Holistic Planning role at Crawford Thomas Recruiting in AK, United States and grow with us.
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