Hybrid Wealth Manager — Client Growth & Advisory Lead
Osaic
CW Advisors seeks a Wealth Manager to lead client relationships and deliver comprehensive financial planning for high-net-worth households. You will oversee engagements, mentor Financial Advisors, identify business development opportunities, and grow relationships with COIs to sustain growth. As a senior client-facing advisor, you will guide planning engagements, manage transitioned clients, and collaborate with advisory teams to provide personalized wealth management solutions and exceptional #J-18808-Ljbffr Osaic
Vacancy posted 2 days ago
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