Asset & Wealth Management, Wealth Strategies Group, Vice President - Newport Beach, CA (SWR)

OUR IMPACT

Are you a quick-thinking self-starter with a passion for the all facets of personal financial, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.