Client Experience Specialist - Financial Planning
Strategy Financial Group
Strategy Financial Group in Peoria/Phoenix, AZ is seeking a Relationship Manager to support the lead Financial Advisor and deliver high-touch client experiences. This is a full-time, on-site role requiring strong organization and service-mindedness within a close-knit professional team. As the main liaison between clients, advisors, and internal processes, you will gather financial information, prepare plans, and coordinate life insurance applications while maintaining compliant records. #J-18808-Ljbffr Strategy Financial Group
Vacancy posted 2 days ago
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