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Senior Wealth Advisor - Hybrid

Candidate Experience site (CX) · Edina, MN, United States

Senior LevelExternal listingfull-time28 days ago

About The Role

We are currently seeking to add a Senior Wealth Advisor position to our team located in Edina, MN. A Senior Wealth Manager will have a minimum of 5 years’ industry experience, establishing a track record of business development success and providing clients with comprehensive planning advice. Senior Wealth Managers are the face of the client relationship with a team built around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support.

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