Senior Wealth Planner - Bluerock Wealth Mgmt
HighTower Advisors•Alpharetta, GA
420d
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About The Position
The Senior Wealth Planner at Bluerock Wealth Management plays a crucial role in delivering value to clients through comprehensive wealth management services. This position involves collaborating with Wealth Managers to service client relationships, facilitating onboarding, and providing personalized financial planning support. The role requires a strong understanding of various financial planning areas and proficiency in relevant technologies.
