Wealth Management Advisor - Novi
2 weeks ago

Job summary
We are seeking an energetic and driven Senior Wealth Management Advisor to join our fast-growing Mid-West Team.We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life's most important pursuits.
- Manage a portfolio of over 100 Wealth Management clients.
- Ensure high levels of client retention by providing ongoing service, cultivating strong relationships, and delivering regular portfolio reviews.
Job description
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