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Job description
A leading financial institution is seeking a Senior Wealth Strategist to develop and implement complex financial plans for clients in the greater Washington D.C. market. The role requires a JD and extensive experience in the financial industry. Responsibilities include retaining and growing assets under management, providing tailored advice, and identifying service opportunities. This role offers a competitive salary ranging from $80,000 to $262,200 depending on experience and location, along with comprehensive benefits.
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Worksite address
washington, DC, 20022, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.