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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.
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Who can apply
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