Hybrid Wealth Manager - Client Growth & Mentorship Leader
Osaic
CW Advisors, in Falls Church, VA, seeks a Wealth Manager to lead client relationships and provide comprehensive wealth management and financial planning services. You will mentor Financial Advisors, identify growth opportunities, and drive engagement with COIs to expand the client base. The role emphasizes senior client-facing guidance, collaboration with advisory teams, and delivering personalized wealth solutions while overseeing planning engagements and transitions. #J-18808-Ljbffr Osaic
Vacancy posted 3 days ago
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