About this opportunity
PowerToFly lists this Wealth Management Team COO - Operations & Strategy Lead opportunity in beverly hills, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
PowerToFly is seeking an Investment Consultant for their Beverly Hills location. This senior role involves leading business operations for a Financial Advisor team and enhancing team capacity.
Key responsibilities include managing client services, supporting financial professionals, and directing new initiatives. Candidates should have a bachelor’s degree and extensive experience in financial advisory roles.
The compensation package includes a competitive salary and could vary between $68,000 and $120,000 annually.
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Worksite address
beverly hills, CA, 90211, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.