Client-Focused Financial Advisor & Relationship Manager

CAPTRUST

A financial services firm in Alexandria, VA is seeking a Financial Advisor Relationship Manager to serve as a primary contact for clients. The role involves preparing financial plans, conducting reviews, and providing exceptional service. Candidates should have over 10 years of experience and ideally hold a CFP® designation. The position emphasizes strong communication skills and the ability to manage multiple tasks. This is not a remote role but may offer some flexibility for hybrid work. #J-18808-Ljbffr CAPTRUST

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Vacancy posted 4 days ago

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