Senior Wealth Management Relationship Manager
Cyperus Group LLC
Cyperus Group LLC is seeking an experienced Wealth Management Advisor (Relationship Manager) in New Jersey to manage sophisticated client relationships and drive growth. You will deliver high-touch service, develop tailored financial plans, and collaborate with Investments, Tax, and Planning teams to implement solutions. The role emphasizes proactive client engagement, CRM maintenance, and continual process improvement using technology. CFP preferred; Series 65 required within 90 days of hire. #J-18808-Ljbffr Cyperus Group LLC
Vacancy posted 3 days ago
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