VP, Wealth Strategy & Planning
The Goldman Sachs Group
A leading investment firm in Newport Beach is seeking experienced professionals to provide comprehensive financial counseling for high-net-worth individuals. The role involves educating Wealth Advisors, presenting strategies, and identifying planning opportunities. Candidates must have a Bachelor's degree, relevant insurance licenses, and at least three years of life insurance sales experience. Strong communication and client service skills are essential. The firm emphasizes diversity and inclusion in its workplace. #J-18808-Ljbffr The Goldman Sachs Group
Vacancy posted 1 day ago
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