Elite Private Client Relationship Manager
$83k - $104kCitizens
Citizens Private Client is seeking a Relationship Manager to engage affluent clients and deliver personalized financial planning, coaching, and ongoing practice management support. You will onboard new clients, expand assets and lending, and collaborate with Wealth Advisors and CFPs to help clients reach long-term goals, while leveraging Salesforce CRM to track activity. Hours are 40 per week, with potential Saturday coverage; the role offers competitive pay of $83,000 to $104,000 plus incentive #J-18808-Ljbffr Citizens
Vacancy posted 2 days ago
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