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Financial Advisor - Wealth Management

Boulder Connect
Fort Pierce, FL Full Time
POSTED ON 10/26/2026
AVAILABLE BEFORE 11/22/2026
Role: Financial Advisor in Wealth Management

Responsibilities Include

  • Providing comprehensive financial planning and investment guidance to high-net-worth clients
  • Assessing client goals and designing tailored portfolios
  • Developing retirement, tax, and estate planning strategies
  • Ensuring regulatory compliance in all client interactions
  • Fostering new business opportunities and deepening existing client relationships
  • Collaborating with internal specialists to deliver integrated solutions

Qualifications & Skills

  • Strong client relationship management skills
  • Knowledge of financial planning, investment strategies, and regulatory requirements
  • Ability to assess client needs and develop customized financial solutions
  • Effective communication and collaboration abilities

Additional Attributes: Commitment to integrity, inclusion, and community impact within a stable financial environment. Opportunities for training and career growth are provided.

Salary.com Estimation for Financial Advisor - Wealth Management in Fort Pierce, FL
$60,703 to $92,769
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