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Private Client Advisor: CFP® designation preferred
Private Client Advisor: CFP® designation required
Join a team of experienced financial professionals solving complex financial puzzles and delivering financial planning and investment solutions.
Position Summary: The goal of the Client Services Lead position is to coach, facilitate, manage, execute and advise on a breadth of financial a...
Serve as in-house expert and provide analytical and quantitative support to BSW's Advisory Group in a non-client facing capacity.