Job Summary
A financial institution has a current position open for a Remote Private Wealth Management Division Executive in the Cleveland Area.
Core Responsibilities Include:
- Being responsible for the Private Wealth Management line of business within a geographic area
- Ensuring successful execution of LOB strategies within the region
- Leading sales and service efforts within the line of business
Skills and Requirements Include:
- Must be able to ensure all business transactions and practices for assigned territory comply with all regulatory requirements
- Must have Series 24
- Must have Series 7
- Must have Series 66
