Wealth Management Team Lead Opportunity

3 weeks ago


Bloomington, Illinois, United States Simplex Full time
Job Description

This hybrid role will involve an initial 90-day training period working 5 days a week on-site in the Greater Mclean VA / Tysons Corner area. The successful candidate will oversee a team providing client and administrative support to multiple financial advisors, including new account establishment, asset transfers, money movements, charitable support, and other client directives.



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