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Regional Wealth Strategy Director
Job in
Prattville, Autauga County, Alabama, 36066, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Jobtailor is seeking a Strategy Specialist to lead investment strategy discussions and distribution efforts for Wirehouse and Independent Broker-Dealers in the South Region. You will train advisors and regional management, acting as a trusted consultant and partner to drive growth.
The role requires a Bachelor’s degree or equivalent, 10+ years in financial services, and FINRA licenses (7/63/66) with CFP or CAIA preferred.
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