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Vice President - Wealth Advisor @ Network Firms

Lake Forest, California, USOnsiteFull Time
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About this role

Vice President - Wealth Advisor at Network Firms. Location: Lake Forest, Illinois, United States. Role: sourcing clients, supporting clients, building relationships Requirements: Bachelor's degree, 5+ years relevant experience, proven business development skills, strong networking and communication, progress toward CFP/CFA a plus. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English

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