
Regional Wealth Advisory Director
Beacon Pointe, Los Angeles, CA, United States
A leading wealth advisory firm in Los Angeles is looking for a Regional Director. This individual will coordinate sales across referral channels, develop relationships with financial advisors, and manage a sales pipeline. The ideal candidate will have over 10 years of sales experience in the financial industry, strong organizational skills, and the ability to conduct effective presentations. Knowledge of wealth management topics and existing networks are preferred, alongside relevant licenses like Series 63/65.
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