Chief Wealth Advisor
The purpose of this role is to provide strategic, tactical and operational oversight for CCM’s integrated wealth management experience. The Chief Wealth Advisor (CWA) is responsible for direct oversight of the firm’s client relationship and business development initiatives, and for talent management of the advisory team. The CWA role includes developing, managing and executing annual and forecasting budgets, directly supporting the long-term success of advisory team colleagues, and serving as a member of the firm’s management team.
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