Senior Investment Specialist Movement MortgageSenior Investment SpecialistIndian Land, South CarolinaProvide input to business strategy/planning, working collaboratively with colleagues to enhance the client experience by communicating plans, on-going client issues, and client engagement strategies. Understand the preferences of the different consultants and deploy that intelligence across the firm to enable a focused sales and marketing effort and targeted product positioning.
Business and Investment Analyst Raines Co.Business and Investment AnalystFlorence, South CarolinaWith a portfolio spanning new development, acquisitions, and asset management across the southeastern United States, Raines Company provides a dynamic, entrepreneurial environment for professionals who are passionate about the hospitality industry and real estate investment. • Build, maintain, and stress-test detailed financial models for hotel acquisitions, new development projects, and dispositions, including cash-on-cash returns, IRR, equity multiple, and NPV analyses.
NewFinancial Consultant - Charleston, SC FidelityFinancial Consultant - Charleston, SCMt. Pleasant, South CarolinaRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Financial Consultant WealthBridge Financial GroupFinancial ConsultantLyman, MS$100,000–$175,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Consultant - Greenville, SC FidelityFinancial Consultant - Greenville, SCGreenville, South CarolinaRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Retirement Plan Consultant II - Charleston, SC Corebridge Financial IncRetirement Plan Consultant II - Charleston, SCSummerville, SCCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Reliability Excellence Principal Consultant Life Cycle EngineeringReliability Excellence Principal ConsultantCharleston, SCPreferred Skills and Experience: In addition to at least 10 years of industry experience, 5 or more years of experience in selling, leading, and implementing large consulting projects ($1MM++) across multiple plants/divisions and substantial experience in the following areas: Consulting. Essential Functions and Responsibilities: 75% direct utilization on client engagements: strategizing, coaching, managing projects, creating/presenting progress update reports, ensuring outstanding delivery and client satisfaction, and upselling current projects.
Senior Trustee Consultant LPL Financial Holdings IncSenior Trustee ConsultantFort Mill, SC$68,083–$113,403 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Estate Planning Consultant LPL Financial Holdings IncEstate Planning ConsultantSC$83,739–$139,565 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Leasing Consultant (Lease-Up) - Album Dorchester Education Realty Trust Inc (Inactive)Leasing Consultant (Lease-Up) - Album DorchesterNorth Charleston, SCExecutes and performs activities in support of the property's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook. Stays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the community's occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property's established policies related to concessions, specials, and other programs to boost occupancy.
NewLearning Consultant - Electronic Health Records (EHR) Experience OracleLearning Consultant - Electronic Health Records (EHR) ExperienceColumbia, SC$25.48–$63.65 / hourOracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Key responsibilities include customizing training delivery for diverse client audiences, addressing client questions and concerns during sessions, and ensuring a positive, productive learning experience.
NewResearch Consultant- Oncology OracleResearch Consultant- OncologyColumbia, SC$31.83–$63.65 / hourOracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. + Develop in-depth expertise in CancerMPact across global regions (US, Europe, Japan, China) witha focus on current treatment practices and future competitive landscapes for 30 tumor types.
NewSenior Financial Planning Consultant LPL Financial Holdings IncSenior Financial Planning ConsultantFort Mill, SC$76,323–$127,205 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewBroking Consultant World Insurance Associates LLCBroking ConsultantAnderson, SCFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. This role is responsible for broking all lines of property & casualty insurance in an effort to increase the Company’s market share in commercial businesses and organizations through an in-depth knowledge of insurance risks and markets.
Retirement Plan Consultant II - Charleston, SC Corebridge FinancialRetirement Plan Consultant II - Charleston, SCSummerville, South CarolinaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Leasing Consultant (Lease-Up) - Album Dorchester Greystar Real Estate Partners LLCLeasing Consultant (Lease-Up) - Album DorchesterNorth Charleston, SCExecutes and performs activities in support of the property's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time, following the AA renewal playbook. Stays informed about and collaborates with teams/leadership on current market and competitor conditions that may impact the community's occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property's established policies related to concessions, specials, and other programs to boost occupancy.
Internal Advisory Consultant LPL Financial Holdings IncInternal Advisory ConsultantFort Mill, SC$67,671–$112,785 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Associate Service Consultant LPL Financial Holdings IncAssociate Service ConsultantFort Mill, SC$21.10–$35.16 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Sr. Recruiting Consultant LPL Financial Holdings IncSr. Recruiting ConsultantFort Mill, SC$70,967–$118,347 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Leasing Consultant, Enclave at Bailes Ridge Sterling GroupLeasing Consultant, Enclave at Bailes RidgeIndian Land, SCManage leads and traffic daily within Yardi's CRM system according to policy guidelines to effectively capture, track, and nurture prospects, converting them into residents. Our organization includes development, construction, property management and investment management with a specialty in multifamily housing and self-storage facilities.
Managed Services Consultant - Sr Sprinklr IncManaged Services Consultant - SrSC$92,000–$153,000 / yearSprinklr's unified platform provides powerful solutions for every customer-facing team - spanning social media management, marketing, advertising, customer feedback, and omnichannel contact center management - enabling enterprises to unify data, break down silos, and act on real-time insights. While Unified Customer Experience Management (Unified-CXM) as a category is just getting started, we are well on our way to creating a no-compromise, unified approach to better customer experiences for the world's leading enterprise brands.
Participant Engagement Consultant Ascensus LLCParticipant Engagement ConsultantCharleston, SCAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Consult with prospects and plan sponsors to develop a communication strategy that will drive positive results and meet the needs of plan participants considering the demographics of the workforce and education levels of participants.
(Remote) Implementation Consultant Harris Computer Systems(Remote) Implementation ConsultantSCRemote$70,000–$90,000 / yearMust be able to assess information to make autonomous conclusions quickly and effectively • Demonstrated ability to listen and interpret requirements, recommend solutions, and drive/participate in business process analysis sessions with customers • Detailed-oriented and conscientious about meeting expectations • Positive, proactive, and action-oriented attitude and approach • Ability to effectively manage a large number of tasks simultaneously, with excellent organizational skills • Ability to review error logs and debugging skills • Adept at writing SQL queries • Familiarity with S&S enQuesta, JIRA, Confluence, and Clarizen is a plus. What we are looking for: • Bachelors Degree in Business, Accounting, Information Systems, a related field, or equivalent work experience • 3+ years of CIS and/or Utility Industry experience • Understanding of Meter Reading Head-end Systems • Excellent customer service and oral/written communication skills • Exceptional problem-solving skills.
Clayton Homes Home Consultant - Orangeburg, SC Clayton Homes IncClayton Homes Home Consultant - Orangeburg, SCOrangeburg, SCOur company portfolio includes a broad offering of attainable housing, and as a vertically integrated home builder, we are uniquely positioned to serve customers through every stage of the homeownership journey - building, selling, financing, and insuring homes. The main job purpose as a Retail Home Consultant with Clayton will be to create a world class home buying experience by assisting customers to identify a floor plan, select options, and coordinate the construction process.
Oakwood Homes Home Consultant - Moncks Corner, SC Clayton Homes IncOakwood Homes Home Consultant - Moncks Corner, SCMoncks Corner, SCOur company portfolio includes a broad offering of attainable housing, and as a vertically integrated home builder, we are uniquely positioned to serve customers through every stage of the homeownership journey - building, selling, financing, and insuring homes. The main job purpose as a Retail Home Consultant with Clayton will be to create a world class home buying experience by assisting customers to identify a floor plan, select options, and coordinate the construction process.
Clayton Homes Home Consultant - Manning, SC Clayton Homes IncClayton Homes Home Consultant - Manning, SCSCOur company portfolio includes a broad offering of attainable housing, and as a vertically integrated home builder, we are uniquely positioned to serve customers through every stage of the homeownership journey - building, selling, financing, and insuring homes. The main job purpose as a Retail Home Consultant with Clayton will be to create a world class home buying experience by assisting customers to identify a floor plan, select options, and coordinate the construction process.
Home Consultant Clayton Homes IncHome ConsultantGreer, SCOur company portfolio includes a broad offering of attainable housing, and as a vertically integrated home builder, we are uniquely positioned to serve customers through every stage of the homeownership journey - building, selling, financing, and insuring homes. The main job purpose as a Retail Home Consultant with Clayton will be to create a world class home buying experience by assisting customers to identify a floor plan, select options, and coordinate the construction process.
Assumptions Mortgage Loan Consultant Two Harbors Investment CorpAssumptions Mortgage Loan ConsultantFort Mill, SCWe leverage our core competencies of understanding and managing interest rate and prepayment risk to invest in our Agency residential mortgage-backed securities (RMBS) and mortgage servicing rights (MSR) portfolio, with the objective of delivering attractive risk-adjusted returns to our stockholders. Remaining in a stationary position for extended periods, frequently sitting but occasionally involving standing or walking short distances; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
Leasing Consultant Daniel Island, SC ClaremontLeasing Consultant Daniel Island, SCSouth CarolinaToday, Claremont owns more than 60 real estate assets consisting of hotels, apartments, retail centers, and office buildings with plans to expand even further. Claremont is growing and we’re looking to add a Leasing Consultant to our team at our new property in Daniel Island to support our residential location.
SEO Strategist (Consultant) House Buyers of AmericaSEO Strategist (Consultant)Columbia, South CarolinaRemoteWe buy, renovate, and resell a high volume of homes offering a guaranteed, fast, and hassle-free sale to people who want to sell their house without paying a Realtor commission. Given the client-facing nature of this role, flexibility is essential, as evening and weekend availability is required to accommodate seller schedules and maximize deal flow.
Institutional Consultant III First Citizens BancShares IncInstitutional Consultant IIIColumbia, SCLicense or Certification Type: Possess valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Ability to read, interpret, and communicate complex legal documents, Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market. Bachelor''s Degree and 8 years of experience in Trust, Financial Services, Financial Operations, or First Citizens Bank Trust OR High School Diploma or GED and 12 years of experience in Trust, Financial Services, Financial Operations, or First Citizens Bank Trust.
Principal Consultant- Building Envelope RimkusPrincipal Consultant- Building EnvelopeTravelers Rest, SCAs a Principal Consultant, you will provide expert guidance on building envelope systems for new and existing structures, perform forensic investigations, develop resiliency strategies, and collaborate with multidisciplinary teams to deliver innovative solutions for clients across commercial, institutional, multifamily, and critical infrastructure sectors. Our licensed engineers, architects, and technical specialists bring deep knowledge of regional requirements and industry best practices, enabling us to deliver customized, high-quality solutions that maximize the success of our clients’ investments.
Operational Risk Consultant Sr. -Business Risk Oversight Officer First Horizon CorpOperational Risk Consultant Sr. -Business Risk Oversight OfficerSCSummary: As the Business Risk Oversight Officer within our second line of defense (2LOD), you will serve as a critical partner providing independent oversight and credible challenge to first line of defense (1LOD) business associates, acting as a trusted advisor to ensure operational risk is appropriately identified, assessed, monitored, and controlled, and that risk programs are properly executed in alignment with risk appetite, regulatory expectations, and our commitment to serving clients responsibly. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
(Remote) Application Consultant Harris Computer Systems(Remote) Application ConsultantColumbia, SCRemoteProvide business analysis through gap analysis, root cause analysis, facilitation of business process reviews and documentation, and requirements elicitation, allowing the project team to gain a comprehensive understanding of the client's needs in order to overcome barriers and achieve the client's organizational goals. Curiosity and willingness to actively adopt emerging AI tools to improve workflows, solve problems, and drive efficiency, including comfort using AI-enabled tools such as Copilot, chat-based AI, and automation solutions as part of everyday work.
NewLeasing Consultant - Part Time Preiss BrandLeasing Consultant - Part TimeSeneca, South CarolinaSkills/Experience: Minimum: (1) year customer service and/or sales experience; Excellent customer service skills and ability to resolve escalated customer concerns; Understanding of Fair Housing. Leasing Consultant: Leasing Consultants are responsible for completing the day-to-day leasing and marketing operations of the property while maintaining positive resident relations.
Leasing Consultant - Full Time Preiss BrandLeasing Consultant - Full TimeSeneca, South CarolinaSkills/Experience: Minimum: (1) year customer service and/or sales experience; Excellent customer service skills and ability to resolve escalated customer concerns; Understanding of Fair Housing. Leasing Consultant: Leasing Consultants are responsible for completing the day-to-day leasing and marketing operations of the property while maintaining positive resident relations.
Leasing Consultant at Falls at Meehan NHE IncLeasing Consultant at Falls at MeehanPendleton, SCBased in Greenville, South Carolina, NHE is a leader in homeowner association management services, multi-family and apartment management solutions, and consults with owners and operators to determine best practice operations. As a diverse real estate management company, we appreciate the importance that professionalism, caring service and relationships have on providing quality services to residents and property owners alike.
Retirement Consultant LPL Financial Holdings IncRetirement ConsultantFort Mill, SC$77,700–$129,500 / yearConsultative Sales & RP Program Adoption Execute targeted outreach strategies to deliver personalized communication and deepen Advisor influence and engagement across designated territory Drive the adoption of Retirement Partners' scalable solutions that create Advisor efficiencies, as well as meet and exceed departmental NNA and AUA growth goals Maintain high responsiveness, solution-oriented support through shared inboxes and direct Advisor collaboration, positioning RP as a high‑value enterprise resource. Ability to manage competing priorities in a fast‑paced environment Highly disciplined, solution oriented, organized, and self‑directed in achieving required NNA, Advisor and department growth goals Collaborative with leadership‑caliber communication skills Expertise with Microsoft Office Suite, Salesforce CRM, and virtual engagement platforms (WebEx, Teams, Zoom).
Procurement and Contract Process Consultant Sunshine Enterprise USAProcurement and Contract Process ConsultantColumbia, South CarolinaThis role serves as a liaison between business units, service management teams, suppliers, contract managers, and end users to ensure requests are processed efficiently and in accordance with established procedures. Bachelor’s degree or equivalent combination of education and relevant experience in Business Administration, Information Systems, Project Coordination, Service Management, Procurement, Contract Administration, or related fields.
Sales Consultant Vann York Auto GroupSales ConsultantSumter, SCGenerations of car owners have trusted Vann York Auto Group for all their transportation needs because of the great work of our professional, loyal staff. Vann York Auto Group, located in High Point, NC, is an excellent organization to have a Rewarding Career.
ERISA Consultant Ascensus LLCERISA ConsultantCharleston, SCThe ERISA Consultant also participates in special projects and collaborates with senior team members to continue developing advanced technical skills and consulting capabilities. The ERISA Consultant provides retirement plan consulting and technical support to Ascensus clients, addressing a wide range of compliance, plan design, and operational issues.
Premier Advisor - Greenville, SC Truist Financial CorpPremier Advisor - Greenville, SCGreenville, SCUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Conway, SC Truist Financial CorpPremier Advisor - Conway, SCConway, SCUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Murrell Inlet, SC Truist Financial CorpPremier Advisor - Murrell Inlet, SCMurrells Inlet, SCUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Greenville, SC Truist BankPremier Advisor - Greenville, SCGreenville, South CarolinaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Murrell Inlet, SC Truist BankPremier Advisor - Murrell Inlet, SCMurrells Inlet, South CarolinaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Conway, SC Truist BankPremier Advisor - Conway, SCConway, South CarolinaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Greater Spartanburg, Inman & Boiling Springs, SC Truist BankPremier Advisor - Greater Spartanburg, Inman & Boiling Springs, SCSpartanburg, South CarolinaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Wealth Management Advisor MassMutual South CarolinaWealth Management AdvisorCharleston, SC$200,000–$500,000 / yearAbout Us: MassMutual South Carolina is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. The Opportunity: We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy.