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Wealth Advisor: Client Book; Boca Raton
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-06-03
Listing for:
Suncap Technology
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Suncap Technology is seeking a Wealth Advisor to assist in managing a high-net-worth client book located in Boca Raton. The ideal candidate should be eager to learn and handle tax-related concerns as many clients come from trust & estates attorneys.
Qualified candidates must have graduated from a top-tier school and possess a strong desire to manage their own book of business. This is a great opportunity for someone ready to step into a pivotal role in wealth management.
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