About this opportunity
Cerity Partners lists this Growth Director, Wealth Client Experience opportunity in west conshohocken, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Cerit y Partners is seeking a Client Experience Director in the United States, based in West Conshohocken, PA. The role focuses on cultivating relationships with prospective individuals and supporting growth initiatives in wealth management.
The ideal candidate has 5+ years in business development within financial services, strong knowledge of financial planning, and FINRA licenses (Series 7 and 66 or 63/65). Excellent communication and self-motivation are essential.
#J-18808-Ljbffr
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.