Wealth Strategy Advisor
Stride Bank, N.A.
Stride Bank Na is seeking a seasoned wealth management professional to partner with clients, assess financial standings, and craft strategies for achieving defined goals. The role emphasizes fiduciary responsibility, comprehensive planning, and long-term client relationships within a banking framework.
Candidates should have a strong background in finance, a minimum of five years in client-facing financial services, and a preference for CFA/CFP/CPA/JD credentials.
#J-18808-LjbffrVacancy posted more than 2 months ago
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