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VP, Wealth Consulting Relationships & Onboarding

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Confidential
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
  • Business
    Financial Advisor
Job Description & How to Apply Below
Position: VP, Wealth Consulting — Growth, Relationships & Onboarding
A top-tier asset and wealth management firm is seeking a Vice President, Wealth Consultant to drive business growth through client relationships and revenue generation. The ideal candidate will excel in business development within the financial services sector and possess strong presentation skills, along with mandatory certifications such as Series 65 and either CFP or CFA. This role promises growth opportunities and visibility within the industry, along with a collaborative internal environment.
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