Client Advisor
Location
Plymouth, Minnesota
Job Type
Full-time
Category
other-general
Posted
May 14, 2026
Wealth Advisor seeking a potential partner in Boca Raton
Our client is a high-net-worth advisor seeking a potential advisor (no 7 required), eager to learn, grow to assist in managing his book of clients located in Boca Raton.
The ideal person must have knowledge of Tax due to most of the clients are referred from Trust & Estates attorneys nationwide, from a top tier school and have the desire to manage their own book of business.
Our client is a high-net-worth advisor seeking a potential advisor (no 7 required), eager to learn, grow to assist in managing his book of clients located in Boca Raton.
The ideal person must have knowledge of Tax due to most of the clients are referred from Trust & Estates attorneys nationwide, from a top tier school and have the desire to manage their own book of business.