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Senior Wealth Management Advisor & Relationship Lead

$150k - $165k

Mohr Talent

Mohr Talent is seeking a Wealth Management Relationship Manager in Alamo, CA, with a focus on managing high-value client relationships. Candidates should have over 10 years of experience in wealth management and a Series 65 license. Responsibilities include providing financial guidance, leading client meetings, and identifying business opportunities. This role offers a competitive salary of $150,000 – $165,000, comprehensive benefits, and opportunities for long-term growth. #J-18808-Ljbffr Mohr Talent

Vacancy posted 4 days ago
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