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Wealth & Alternatives Regional Director (West Coast)

CFA Institute

CFA Institute is seeking a talented individual for a Wealth Management role in California, focusing on Alternatives distribution. This position requires extensive travel to meet financial advisors and involves generating investment sales through existing and new channels. The ideal candidate will possess strong asset management expertise, a proven sales record, and excellent communication skills. A Bachelor's degree and 7-10 years of relevant experience are required. #J-18808-Ljbffr CFA Institute

Vacancy posted 3 days ago
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