VP, Regional Wealth Management Consultant - California, Remote

Only for registered members California, Remote, United States

6 days ago

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Job summary

The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering the LA metro area.

Responsibilities

  • Build relationships and increase the assets of assigned Wealth Management clients.
  • Develop and implement marketing plans for assigned clients.
  • Assist in timely dissemination of sales information.

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