Senior Wealth Client Relationship Manager
Jobtailor
Jobtailor in United States, North Carolina is seeking a Wealth Management Associate to partner with advisors, deliver client service to high-net-worth clients, and help them reach financial goals. The role involves leading advisory teams operationally, managing a book of assigned clients, and communicating clearly to build lasting relationships while supporting advisors with planning solutions. Ideal candidates have 2+ years of experience, plus FINRA Series 7/63/65/66 and Life & Health licenses, #J-18808-Ljbffr Jobtailor
Vacancy posted 1 day ago
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WealthBridge Financial Group
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