Vice President - Wealth Management Advisory

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Vice President

Join a leading wealth management advisory firm managing over $32.6 billion in assets, dedicated to serving high net worth individuals. We cultivate an inclusive workplace where associates are encouraged to develop their skills, embrace new challenges, and advance their professional careers.

The vice president role offers an opportunity to provide comprehensive client services while supporting senior leadership in managing and expanding business through referral networks, marketing initiatives, and centers of influence. This position plays a key role in leading and developing advisor teams, fostering collaboration across portfolio management, operations, and financial planning to enhance client relationships.

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