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Residential Real Estate Acquisitions Agent Responsibilities: Sourcing, underwriting and assisting in acquiring a portfolio of single-family rental homes in the individuals’ local market via establishing new connections while utilizing an established ..
Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..
Senior Wealth Planning Analyst Duties: The candidate partners with Wealth Strategists, WMAs and other specialists to deliver discovery experience to prospects and clients with a general focus on clients with greater ..