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East Regional Wealth Director — Growth Leader
Job in
Lakeland, Polk County, Florida, 33809, USA
Listed on 2026-02-16
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
This role offers a transformative leadership opportunity to drive growth and enhance client service. Key responsibilities include leading strategic expansion, coaching advisors, and ensuring regulatory compliance. The ideal candidate will have at least 10 years of experience in financial services, with a strong background in financial planning and investment management. The firm offers competitive compensation and a collaborative culture.
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