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Director of Investments & Wealth Planning

Director of Investments & Wealth Planning 

Do you love turning investment research into smart, thoughtful recommendations? Do you want real ownership over portfolios and planning at a firm built on long-term relationships? 

This is a hands-on role for an experienced wealth management professional who enjoys portfolio management, comprehensive planning, and working closely with advisors and clients to help them navigate complex financial decisions.

If interested, please click the button below or email your resume to danica@ansardigroup.com.