Principal | Wealth Advisor
|
Cerity Partners LLC
Napoli
Position Summary:The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments... |
Vedi stipendio e Altri dettagli |
|
un giorno fa
|
|