Lead Wealth Advisor - Southeast Region

A leading financial advisory firm in Richmond is hiring a Lead Advisor to develop and manage client relationships. The role involves collaborating with the Business Development Officer, preparing customized investment proposals, and providing financial and investment advisory services. Qualified candidates should have over 5 years of experience in wealth advisory, a relevant degree, and excellent communication skills. This position offers a starting salary of $120,000 to $150,000 plus benefits.
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