Client-Focused Financial Advisor & Relationship Manager
CAPTRUST
A financial services firm is seeking a dynamic Financial Advisor Relationship Manager to lead client meetings, present financial plans, and provide exceptional client service. The ideal candidate will possess 10+ years of relevant experience, a CFP® designation, excellent communication skills, and the ability to manage multiple tasks efficiently. This position offers a great culture, comprehensive benefits including health coverage and a discretionary bonus, along with potential for hybrid work flexibility. #J-18808-Ljbffr CAPTRUST
Vacancy posted 20 hours ago
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