Private Wealth Management Firm jobs in Passed CFA Level III (Charter Pending)
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Found 3 Corporate, United States jobs
The Firm is seeking a Senior Wealth Manager as a player/coach to both focus on developing comprehensive high touch HNW relationships for the firm.
The Wealth Manager is the lead advisor on client relationships at the firm.
This wealth strategist role presents a unique growth opportunity. Work with a select clientele on a top producing team at UBS in LA.