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Ieqcapital

Wealth Management Director: Client Strategy & Relationships

los angeles, CA

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Job description

Ieqcapital is seeking a Director to enhance client relationships and manage various aspects of financial advisory services. This role requires 6-9+ years of experience in wealth management, exceptional communication skills, and a bachelor's degree.

The ideal candidate will support portfolio analysis and strategic advice while ensuring outstanding client service. This competitive position offers a salary range of $170,000 - $225,000 based on skills and experience.

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Worksite address

los angeles, CA, 90079, US

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