Platform Solutions VP: Tax-Smart Growth for RIAs

A leading financial institution in California seeks a Platform Solutions Client Advisor to drive growth through tailored solutions for RIA clients. Responsibilities include managing tax strategies, promoting investment solutions, and fostering relationships with various stakeholders. A minimum of 10 years in client engagement and expertise in tax management are required. The role necessitates teamwork, remarkable interpersonal skills, and a proactive approach to innovation. Enjoy comprehensive benefits and a competitive salary in a dynamic environment.
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