Wealth Planning Relationship Manager
Prime Capital Financial
Prime Capital Financial in Bethesda, Maryland, seeks a Relationship Manager to become the primary contact for clients and support advisors in wealth management and retirement planning. You will manage client interactions, prepare financial plans using eMoney, and coordinate with the team to deliver superior service. Daily activities include data analysis, plan design support, timely responses to client inquiries, and ongoing client engagement to enhance the overall client experience. #J-18808-Ljbffr Prime Capital Financial
Vacancy posted 15 hours ago
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