Director of Wealth Management & Client Strategy

A financial advisory firm in San Francisco is seeking a Director to manage client relationships and provide exceptional service. The role requires 5-7 years of wealth management experience and exceptional communication skills. Responsibilities include constructing performance reports and providing investment advice. The salary is up to $225,000 depending on skills and experience, along with a strong emphasis on client-centric strategies. #J-18808-Ljbffr IEQ Capital