Senior Wealth Advisor

Profile

Senior Wealth Advisor

Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the planning process. Responsible for developing and strengthening client relationships. Develop niche expertise in certain business segments and serve as a resource to the firm in that area.

Additional Information

Submit resumes with cover letter.

Company info

SignatureFD
Jeff Peller
600 Peachtree Street, NE Suite 2700
Atlanta
Georgia
United States 30308
Website : http://www.signaturefd.com