Banking & Financial Services

PRIVATE WEALTH MANAGER

Fusco Personnel Inc.

New York, Latham · Latham · United States

Fusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to serve as the primary advisor for high-net-worth individuals and families. This role is ideal for a relationship-driven professional who combines strong financial planning knowledge with exceptional client service and communication skills. The successful candidate will manage ongoing client relationships, provide comprehensive wealth planning guidance, and collaborate with internal and external professionals to deliver a high-touch client experience.

Reference: 3149701264

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