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Vice President - Wealth Manager
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$110,000 - $175,000 a year
Full-time
- The Vice President - Wealth Manager is an experienced advisor in the firm and manages existing client relationships.
- A Vice President - Wealth Manager is responsible for conducting client and prospect meetings.
- The Vice President - Wealth Manager will conduct internal meetings with other Wealth Managers and staff members as needed to discuss client cases.
- Accountable for client relationships managed and client process within the VP- Wealth Manager responsibilities including oversight and delivery of the TAG Client Experience.
- The Vice President - Wealth Manager utilizes planning tools, as well as internal and external resources, all in pursuit of helping clients achieve their goals.
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