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Regional Wealth Director - Travel-Heavy Advisor

Windward Recruiting

A national advisory platform is seeking a Regional Wealth Director covering multiple regions. The ideal candidate has extensive experience in wealth management and excels in building trust-based partnerships with high-net-worth individuals. Responsibilities include managing referral partnerships, driving client engagement, and contributing to market expansion initiatives requires travel (50-75%). Professional designations and CRM experience are essential for success in this highly visible leadership position. #J-18808-Ljbffr Windward Recruiting

Vacancy posted 1 day ago
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