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Job description
Avid Wealth Partners is seeking a Director of Investments to help shape investment strategy, manage portfolios and lead due diligence in a holistic client planning context. You will absorb diverse research, synthesize insights, and present recommendations to CIO, advisors and clients.
Role emphasizes translating complex concepts into clear client communications, guiding implementation, and collaborating across tax, estate, and risk planning teams within a fast-paced advisory environment.
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Worksite address
san antonio, TX, 78208, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.