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Job description
A financial advisory firm in San Francisco is seeking a Director to manage client relationships and provide exceptional service. The role requires 5-7 years of wealth management experience and exceptional communication skills. Responsibilities include constructing performance reports and providing investment advice. The salary is up to $225,000 depending on skills and experience, along with a strong emphasis on client-centric strategies.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.