State Licensed Investment Strategist
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a Senior Director, High Net Worth
Investment Strategist.
Key Responsibilities:
Provide strategic leadership on high-net-worth investment planning
programs
Influence collaboration across various organizational sectors to
support high-net-worth initiatives
Develop and communicate strategies for Advanced Wealth Planning
Investment Strategists to both internal and field audiences
Required Qualifications:
10+ years of financial services experience with the high-net-worth
market segment
7+ years of leadership experience with increasing
accountability
Bachelor's degree or equivalent
Active FINRA Series 7, 66 (63 & 65), 24 licenses
Keywords: VirtualVocations, Rowland Heights , State Licensed Investment Strategist, Other , Vista, California
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