Wealth Advisory: Business Development Associate
Leeds Professional Resources
Leeds Professional Resources is seeking an Associate Wealth Advisor to support development of new UHNW client relationships. This business development role focuses on sourcing and cultivating prospective clients, supporting senior advisors, and converting qualified opportunities into long-term client relationships. You will partner with senior wealth advisors, source opportunities, prepare profiles and presentations, perform due diligence, and manage client transitions. #J-18808-Ljbffr
Vacancy posted 4 days ago
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