Director of Wealth Strategy for High-Net-Worth Clients
First Western Trust
A financial services company is seeking a Director, Senior Advisor in Columbus, Ohio. You will support high-net-worth clients with personalized financial solutions, leveraging extensive experience in business development and financial planning. Candidates should have 10-15 years in wealth management and leadership experience. This full-time role offers competitive compensation and comprehensive benefits, including a strong bonus potential and continued professional development. #J-18808-Ljbffr First Western Trust
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...Make banking a Fifth Third better. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally $15MM net worth) with complex financial needs. This role partners...High net worthBank staffShift work
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