Wealth Onboarding & Integration Lead
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Focus Partners Wealth is seeking an Integration Advisor to guide new offices through onboarding, training, and integration of wealth management practices, technology usage, and client experience standards. The role acts as a primary relationship lead and trusted resource throughout the process. You will partner with the Managing Director, Onboarding & Integration, and other leaders to deliver a coordinated integration experience for Focus offices, stay current on industry trends, support advisor #J-18808-Ljbffr Socket.dev
Vacancy posted 15 hours ago
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