Client Onboarding & Relationship Manager
$90k - $115kModern Wealth Management
Modern Wealth Management in Campbell, CA is seeking a Relationship Manager to support financial advisors by handling client onboarding, account maintenance, and cross-team coordination for a seamless client experience. The role emphasizes building strong client relationships, staying current on market trends, and ensuring regulatory compliance, with a salary range of $90,000–$115,000 annually and opportunities for CFP pursuit. #J-18808-Ljbffr Modern Wealth Management
Vacancy posted 3 days ago
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