Senior Practice Management Coach for Wealth Advisors
TwinThread
TwinThread is seeking a Practice Management Consultant in New Orleans, LA to support financial advisors in their business development. The role involves mentoring, delivering tools, and presenting strategic plans to enhance advisor-client interactions. The ideal candidate will have over 5 years of experience in wealth management, strong leadership capabilities, and possess Series 7 and 66 certifications. This position emphasizes a goals-based approach to investing and requires exceptional communication and presentation skills. #J-18808-Ljbffr TwinThread
Vacancy posted 4 days ago
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