Regional Market Leader
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Market Leader, 2B AUM Region Succession Planning Overview Top Tier National Registered Investment Advisor seeks a Market Leader in the Berkely/Walnut Creek region to manage and mentor the local teams of Wealth Advisors while leading the continued buildout of the region through organic growth.
Highlights Manage, lead and coach a team of ~10 Wealth Advisors in a 2B AUM region, while serving as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele Collabora…
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