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Wealth Advisor & Relationship Growth Leader

NPAworldwide, Spearville, Kansas, United States, 67876

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A major financial institution is seeking a Wealth Advisor and Relationship Manager to inherit and grow a book of clients. This role involves developing financial plans, expanding investment relationships, and actively participating in community engagement. Candidates should have at least 10 years of investment experience, expertise in wealth management for high net worth individuals, and a bachelor's degree. Additional certifications like CFP or CPA are a plus, but not mandatory. #J-18808-Ljbffr