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Holistic Wealth Manager: Client Growth & Planning

Sagient

Sagient is seeking a Wealth Manager to deliver concierge-level financial guidance to premier wealth managers and their clients. You will collaborate across insurance, investments, and financial planning to craft personalized solutions and grow client books of business. Join us to engage deeply with clients, leverage robust resources, and drive long-term outcomes while benefiting from mentorship and a supportive team culture in a leading wealth-management environment. #J-18808-Ljbffr Sagient

Vacancy posted 3 days ago
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