Onsite Fiduciary Wealth & Client Relations Manager
Trajan Wealth LLC
Trajan Wealth LLC is seeking an Account Manager based in Scottsdale, Arizona. This role involves managing and building relationships with existing clients and requires a technical understanding of financial markets and retirement planning. The ideal candidate will be a licensed Fiduciary Advisor with a strong client-centric approach. The position is onsite at the corporate office and focuses on virtual and phone interactions with clients, introducing them to the portfolio management team, and conducting regular check-ins. #J-18808-Ljbffr
Vacancy posted 1 day ago
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