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Wealth Growth Consultant for CPA Firms

Cetera Financial Group

Cetera Financial Group is seeking an AGC to deliver wealth management services in Dallas. In this role, you will guide CPA firms in implementing best practices, driving growth, and coaching on client approaches. The ideal candidate has at least 5 years of experience in financial services, demonstrated financial management skills, and the ability to foster strong relationships. This position involves both strategic execution and client interaction, requiring a collaborative and results-oriented mindset. #J-18808-Ljbffr Cetera Financial Group

Vacancy posted 2 days ago
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