Wealth Relationship Manager — High-Touch Client Service
Mohr Talent
Mohr Talent is seeking a Relationship Manager in Smithtown, NY, to support Financial Advisors and manage client relationships. The ideal candidate will be highly organized and detail-oriented, responsible for client communications and documentation. This full-time position requires a Series 65 license and involves using tools like Salesforce and MoneyGuidePro, ensuring a high-quality client experience and operational support. A comprehensive benefits package and annual bonus are included. #J-18808-Ljbffr Mohr Talent
Vacancy posted 2 days ago
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