Senior Wealth Management Advisor - Naples FL
$90,000–$120,000 year
On-site · Naples, Florida, United States
Naples, Florida, United StatesOn-siteFull Time$90,000–$120,000 yearMid LevelBachelors DegreeSmall
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Small
Job Summary
The Senior Wealth Management Advisor is responsible for creating and implementing customized wealth management plans, managing client portfolios, and ensuring client communication at Greenleaf Trust.
Required Qualifications
- Bachelor's Degree
- Minimum 5 years of experience in financial or investment management
Desired Qualifications
- Certified Financial Planner® designation
- Chartered Financial Analyst® designation
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