Director of Wealth Management Coaching & Growth

A renowned financial services firm is seeking a Wealth Management Coach in Palo Alto, California. The ideal candidate will enable client-facing associates to provide comprehensive advice aligned with clients' financial objectives. Responsibilities include building relationships, coaching on best practices, and participating in client seminars. This position requires at least 5 years of experience and relevant financial planning licenses. Competitive salary range is $160,000 to $170,000 annually. #J-18808-Ljbffr