Serve as the lead advisor for client families, delivering on all aspects of wealth management to clients and prospects in our Guilford, Connecticut office. Maintain proactive, professional communication with clients and colleagues to ensure an excellent client experience is delivered. Maintain a high standard of compliance in all aspects of the business. . Exencial supports its advisors through a centralized Portfolio Management Team, Trading Tea...
Exencial is a high growth company in the Wealth Management Space. We are routinely in the top 100 Wealth Advisors Nationwide, and we are looking for a great addition to the Guilford CT team. Exencial is an RIA that offers a full suite of financial services including all facets of wealth management such as financial, estate, and tax planning, portfolio management, and executive compensation and services. . The front desk Receptionist/Office Manage...
Exencial is a high growth company in the Wealth Management Space. We are routinely in the top 100 Wealth Advisors Nationwide, and we are looking for a great addition to the Guilford CT team. Exencial is an RIA that offers a full suite of financial services including all facets of wealth management such as financial, estate, and tax planning, portfolio management, and executive compensation and services. . The front desk Receptionist/Office Manage...
