Pbmares, Llp-posted about 1 year ago
Full-time • Mid Level
Hybrid • Wilmington, NC
Professional, Scientific, and Technical Services
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The Wealth Advisor at PBMares LLP is responsible for advising high net worth individuals on financial planning and asset management. This role focuses on helping clients create a vision for their financial future and guiding them in achieving that vision through comprehensive financial strategies. The Wealth Advisor will engage in various financial planning responsibilities, including retirement, risk management, estate, and college planning, while also managing clients' marketable securities portfolios.
