Wealth Advisory Manager — Client Strategy & Planning

Jobtailor is seeking an experienced Wealth Advisor to collaborate with senior advisors on financial planning, portfolio strategies, and client relationships. You will prepare proposals, support meetings, and help manage complex portfolios for high-net-worth clients. The role requires 3–5 years in client-facing advisory roles, CFP credentials or progress toward them, and strong financial and Excel/PowerPoint proficiency. Team leadership and integrity are valued as you support growth. #J-18808-Ljbffr