The Private Wealth Group at StevenDouglas is representing a leading $12.5B RIA and Multi-Family Office that is seeking to add a Wealth Advisor to their growing team in Inverness, Florida.
In this role, you will be directly responsible for maintaining long-term, trusted relationships with clients by delivering customized, thoughtful financial planning and investment advice. Due to significant growth, the firm has an overflow of clients and is looking for a Wealth Advisor to help manage these relationships. Client minimums are $1M.
Key Highlights:
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