Private Wealth Academy: Branch Team Coach

A financial services firm is seeking a PWM Academy Branch Consultant to support its Private Wealth Management team. The role involves guiding branch leaders and financial advisors in team development and training, requiring 3–5 years of financial services experience and strong communication skills. This position requires working from the office 3 days a week with a minimum of 25% travel.

Candidates must be proficient in Microsoft Office and willing to obtain necessary licenses.
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