Partner, Senior Wealth Advisor

Job Summary

  • Benefits:

    Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Parental Leave, Retirement Savings, Mental Health Support, Disability, Paid Holidays, Paid Illness Leave, Paid Time Off

  • Location:

    Livonia, MI

  • Type:

    Full-time

  • Categories:

    AccountingAnalystConsultingFinance

  • Company:

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  • Summary:

    Partner with affluent clients to identify financial goals and develop tailored recommendations. Build long-lasting relationships while leading a team to ensure client satisfaction and adherence to compliance standards.

  • Job Description

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