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  • High Net Worth Wealth Management Advisor

    Wealth Management Advisory Firm – Charlotte, North Carolina, 28201, United States | Mooresville, North Carolina, 28115, United States

    Responsibilities:
    • Bring a book of business and develop and manage a book of business of client relationships across all product and service offerings while complying with all regulatory requirements
    • Grow the book of business through identifying value-added products and services for clients, identifying and acquiring client assets outside of company and developing additional business through referrals
    • Manage client relationships with a goal of helping clients achieve their wealth management and wealth preservation objectives
    • Coordinate communications across teams
    • Consistently deliver a world-class client experience
     
  • Ultra High Net Worth Wealth Management Advisor

    Wealth Management Advisory Firm – Charlotte, North Carolina, 28201, United States | Mooresville, North Carolina, 28115, United States | Naples, Florida, 34101, United States

    Responsibilities:
    • Bring a book of business and develop and manage a book of business of client relationships across all product and service offerings while complying with all regulatory requirements
    • Grow the book of business through identifying value-added products and services for clients, identifying and acquiring client assets outside of company and developing additional business through referrals
    • Manage client relationships with a goal of helping clients achieve their wealth management and wealth preservation objectives
    • Coordinate communications across teams
    • Consistently deliver a world-class client experience
     
  • Wealth Management Relationship Manager

    Wealth Management Advisory Firm – Naples, Florida, United States

    Responsibilities:
    • Develop and manage a book of business of client relationships across all product and service offerings while complying with all - regulatory requirements
    • Grow the book of business through identifying value-added products and services for clients, identifying and acquiring client assets outside of company and developing additional business through referrals
    • Manage client relationships with a goal of helping clients achieve their wealth management and wealth preservation objectives
    • Coordinate communications across teams
    • Consistently deliver a world-class client experience