Jobtailor in Colorado seeks an experienced Wealth Manager to deliver bespoke investment management and fiduciary guidance to ultra-affluent clients. You will drive strategic networking, build trust, and expand relationships across family and business-owner clients.
You will coordinate with Trust, Planning, and Investment teams to deliver holistic solutions, ensuring compliance with FINRA/SEC and BSA/AML. Excellent communication and executive presence are essential.
#J-18808-LjbffrDirector, UHNW Private Wealth & Fiduciary Advisory in co at Unknown Company
This position is listed as full time and onsite.