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Regional Director, Wealth & Client Onboarding
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-03-08
Listing for:
Grimes & Company
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading investment advisory firm is seeking a Regional Director in Orlando to enhance client relationships and drive business growth. This role demands strong communication and organizational skills, with a focus on helping clients achieve financial goals. Candidates should have at least five years of experience in the industry and preferred qualifications include Series 65 and CFP®. A comprehensive benefits package and growth opportunities are offered to the right candidate, making this an enticing chance for career advancement.
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