Financial Advisor & Client Strategy Leader — Equity Path
Gilder Search Group
Gilder Search Group seeks an Advisor to lead client service delivery, combining planning, portfolio oversight, and team leadership. You will own day-to-day execution, onboarding, and retention of client relationships, coordinating with specialists to deliver comprehensive wealth management. The role emphasizes preparing core materials, evaluating portfolios, and driving strategic planning while coaching junior staff in a fast-paced, client-focused environment in the United States. #J-18808-Ljbffr Gilder Search Group
Vacancy posted 7 hours ago
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