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About the role

Datos Insights is seeking an Advisor in the Wealth Management practice to serve as a trusted partner to senior executives, delivering strategic guidance based on proprietary data, benchmarks, and research. The role emphasizes building relationships, translating data into practical recommendations, and collaborating with cross-functional teams to refine products and enhance value delivery. Travel up to 20% may be required.

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JOB OVERVIEW

Experience level

Senior

Location

Eastern, KY

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

7 days ago

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