Top Tech Jobs & Startup Jobs

The Regional Vice President will acquire new clients, support financial advisory teams, and drive revenue through strategic business development in wealth management.

The Financial Planner will support Financial Advisors by developing comprehensive financial plans, conducting analyses, and serving as a resource for technical planning questions. Responsibilities include organizing client documentation, creating customized plans, participating in reviews, and providing technical support.

The role involves managing relationships with custodial partners, sourcing clients, and educating on financial services to drive business development.