The posting
Senior Wealth Manager, CFP Succession Planning Wilmington, NC Overview • Growing, Billion-dollar AUM, Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit high net worth relationships as part of long-term succession planning in an ensemble fee-based practice. • Advise an existing book of high net worth clientele with regards to comprehensive wealth management, including financial planning, investment management, and tax planning. • Lead and support educational...



