Advisor – CPA, Wholistic - Saint Louis, MO
Only for registered members Saint Louis, MO, United States
1 week ago
Job summary
This could be a tremendous opportunity for you to join a top performing Wealth Management team as an Advisor and provide top tier consultative services to well-established clientele.Responsibilities
- Work with Partnership group and Senior Advisors to learn, understand and advise on all aspects of the team business as it pertains to family and business wealth management planning.
- Participate in meetings from initial prospect to client action plan implementation and review.
- Build and develop lasting relationships with the firm's clients to act as their trusted advisor on issues ranging from investment strategies, retirement planning, tax planning and strategies, education savings, estate planning and more.
Job description
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