Client Growth & Operations Manager

Modern Wealth Management

Modern Wealth Management is looking for a Relationship Manager in Knoxville, TN. This role involves supporting financial advisors by managing operational tasks, allowing them to focus on building client relationships. Responsibilities include client onboarding, account management, and ensuring efficient execution of client activities. A Bachelor’s degree in Finance or a related field and a Series 65 license are required, with previous financial services experience preferred. Strong organizational and communication skills are essential for success. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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