RIA Regional Relationship Manager
Sacbar
Capital Group seeks an RIA Regional Relationship Manager to develop and execute territory plans, drive sales, and manage relationships with a defined set of RIA firms. You will raise and retain assets through both virtual and in-person interactions and tailor product recommendations to client retirement needs. You will leverage strong knowledge of investments, portfolio construction, and institutional analysis, with required Series 7 & 66 licenses and a preferred CFA/CFP/CIMA designation. #J-18808-Ljbffr Sacbar
Vacancy posted 5 days ago
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