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Senior Wealth Management Advisor - Griffith & Associates
Griffith & Associates Financial & Estate Planning Services Ltd
Opportunity Description
Contribute to client success with Griffith & Associates as a Senior Wealth Management Advisor, specializing in holistic financial planning for affluent clients. Leverage your expertise to foster lasting relationships and deliver personalized strategies.
Griffith & Associates is seeking an experienced Senior Wealth Management Advisor/CERTIFIED FINANCIAL PLANNER (CFP) to serve high-net-worth clients. You will develop comprehensive financial plans and manage complex relationships while maintaining the highest standards. Your role is pivotal in enhancing client experiences and contributing to the firm's growth.
Key Responsibilities:
• Provide tailored wealth management advice to affluent clients
• Develop strategies across retirement and tax planning
• Maintain trusted long-term client relationships
• Conduct regular client review meetings
• Collaborate with internal specialists for comprehensive solutions
Requirements:
Griffith & Associates is seeking an experienced Senior Wealth Management Advisor/CERTIFIED FINANCIAL PLANNER (CFP) to serve high-net-worth clients. You will develop comprehensive financial plans and manage complex relationships while maintaining the highest standards. Your role is pivotal in enhancing client experiences and contributing to the firm's growth.
Key Responsibilities:
• Provide tailored wealth management advice to affluent clients
• Develop strategies across retirement and tax planning
• Maintain trusted long-term client relationships
• Conduct regular client review meetings
• Collaborate with internal specialists for comprehensive solutions
Requirements:
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