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Job description
Windward Recruiting seeks a Regional VP/Wealth Management Consultant to nurture referral partnerships, collaborate with Advisors to cultivate new client relationships, and drive new business across the region with expected travel.
The role emphasizes relationship management, leadership, and strong analytical problem-solving to deliver optimal client outcomes while ensuring regulatory compliance and confidently presenting the firm's value proposition at regional events.
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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.