Senior VP of Wealth: Strategy & Growth Lead

OneDigital Investment Advisors LLC; Greensboro (NC); Vor Ort; USD 150.000 - 210.000; Vollzeit

Zusammenfassung

OneDigital is seeking a senior wealth advisor to lead complex client engagements, develop new revenue, and deepen relationships across financial planning, investments, and client experience. The role offers independence while coordinating with branch, market, regional and national teams to support enterprise growth.

The position requires a licensed IAR with OneDigital Investment Advisors and a track record of advisory excellence; comes with a focus on client outcomes and performance-driven

Kenntnisse

IAR license

Ausbildung

Bachelor's degree in Business, Economics, Finance, or related field

Jobbeschreibung

OneDigital is seeking a senior wealth advisor to lead complex client engagements, develop new revenue, and deepen relationships across financial planning, investments, and client experience. The role offers independence while coordinating with branch, market, regional and national teams to support enterprise growth.

The position requires a licensed IAR with OneDigital Investment Advisors and a track record of advisory excellence; comes with a focus on client outcomes and performance-driven