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Wealth Advisor
Spectrum Management Group, LLC, dba Spectrum Wealth Management ("Spectrum") is seeking a Wealth Advisor to assist us in partnering with our high-net-worth clients and their families as they maximize their financial future. We offer a single responsive point of contact for the wealth management needs of our clients with a dynamic team approach through our Investment Advisory, Wealth Management, and Trust and Family Office services. Position Summary: The Wealth Advisor should have deep knowledge of all aspects of wealth management and comprehensive financial planning. The Wealth Advisor will be responsible for preparing and delivering wealth management services to firm clients, including the development and ongoing implementation of client wealth plans.
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