About this role
Director, Wealth Advisor at 8551050-PERSHING CUSTODY OPS EMEA. Location: Newport Beach, California, United States. Role: Lead client relationships, Drive wealth advisory strategies, Oversee cross-team collaboration Requirements: Bachelor's degree; 12+ years financial services experience; relevant licenses; bilingual helpful; no direct reports. Category: Finance and Accounting Seniority: Senior Level Certifications: licenses ors as required by the business Commitment: Full Time Workplace: Onsite Languages: English