Senior Wealth Relationship & Growth Manager
Beacon Trust
Beacon Trust is seeking an experienced Relationship Manager to deliver high-quality wealth management services to existing clients and pursue new business opportunities. You will coordinate with planning, tax, trust, and investments to meet client objectives, while ensuring exceptional service and proactive problem resolution. You will develop financial plans, onboard new clients, and maintain strong relationships through ongoing communication via phone, email, Zoom, and in-person meetings. #J-18808-Ljbffr Beacon Trust
Vacancy posted 2 days ago
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