Unknown Company

Wealth Management Team COO - Operations & Strategy Lead

beverly hills, ca • Posted 2 weeks ago
Onsite Full Time Management & Leadership

PowerToFly is seeking an Investment Consultant for their Beverly Hills location. This senior role involves leading business operations for a Financial Advisor team and enhancing team capacity.

Key responsibilities include managing client services, supporting financial professionals, and directing new initiatives. Candidates should have a bachelor’s degree and extensive experience in financial advisory roles.

The compensation package includes a competitive salary and could vary between $68,000 and $120,000 annually.

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Wealth Management Team COO - Operations & Strategy Lead in beverly hills at Unknown Company

This position is listed as full time and onsite.

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