Private Wealth Executive: Client Strategy Lead
Scsfinancial
SCSfinancial is seeking a Vice President to join the Boston, MA or Portsmouth, NH office. In this role, the VP will be part of a client relationship team focused on providing exceptional financial services. Candidates should be highly organized, self-motivated, and possess strong communication skills.
The position requires a minimum of a Bachelor's degree, with a preferred CFP or CFA designation, along with 5-7 years of experience in investment or wealth management.
#J-18808-LjbffrVacancy posted 10 hours ago
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