Wealth Planning & Client Strategy Advisor
https:/1919ic.com/
1919 Investment Counsel in San Francisco seeks a Client Advisor to lead financial planning and client management efforts. The role involves building rapport with clients, assessing planning and investment needs, and coordinating with Portfolio Managers to tailor investment strategies. The ideal candidate will use Money Guide Pro and eMoney, manage client relationships, monitor plans, and contribute to business growth through referrals and presentations. #J-18808-Ljbffr
Vacancy posted 5 days ago
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