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Job description
JCW Group in New York is seeking a Private Wealth Advisor to drive growth of the firm's wealth management practice. You will work primarily via referrals from the CPA and tax planning teams to convert opportunities into lasting client relationships.
You will manage the end-to-end sales cycle, cultivate relationships with high-net-worth individuals and business owners, and coordinate with tax professionals to deliver integrated wealth planning solutions.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.