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UHNW Wealth Management Director: Lead Relationships
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2025-11-28
Listing for:
Oxford Financial Group, Ltd.
Full Time
position Listed on 2025-11-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking a Managing Director to provide financial services to ultra-high-net-worth individuals. The successful candidate will lead client relationships, drive new business development, and demonstrate strong knowledge of financial planning. Qualifications include a Bachelor's degree, CFP certification, and 10+ years of experience in the financial services industry. This position requires excellent communication skills and the ability to thrive in a team-oriented environment.
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