Lead Advisor - Raleigh & Durham, NC

Only for registered members Raleigh & Durham, NC, United States

1 week ago

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Job summary

We're a purpose-driven team committed to helping individuals live richer lives. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive.

We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.
  • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship
  • Leverages internal and external resources to achieve client objectives in such areas as Investment Management.

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