Regional VP, Wealth Management & Partnerships (CA)Sourcing Solutions Recruiting • San Francisco, California, United States
Regional VP, Wealth Management & Partnerships (CA)
Sourcing Solutions Recruiting • San Francisco, California, United States
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- [job_card.full_time]
[job_card.job_description]
A leading financial services firm is seeking an RVP – Wealth Management Consultant to expand referral partnerships and cultivate client relationships in the San Francisco area. The ideal candidate should possess a Bachelor’s degree in finance, 5+ years of sales experience, and strong investment management knowledge. Responsibilities include overseeing onboarding processes and coordinating with advisors. Competitive compensation package with flexible work arrangements offered.
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Wealth Management Ca • San Francisco, California, United States
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