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Senior Private Client Investment Advisor
Vero Beach, FL

Job Description:

Consults with Private Client Advisors or Trust Advisors to set asset allocation strategy for clients and document investment objectives. Implements investment objectives for an assigned book of relationships or in support of a PCA team. Provides necessary support and information to clients, Private Client Advisors, and Trust Advisors as well as others for all WTC investment products.

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Senior Private Client Investment Advisor


Vero Beach, FL

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