Salary: 85,000−95,000 base salary, up to 110,000−130,000 with bonus. Location: Camas, WA (also Plano, TX, Tampa, FL). Responsibilities. Client Relationship Building. Develop and maintain strong client relationships within the finance industry, emphasizing trust and consultation. Portfolio Strategy Education. Educate clients on top-down portfolio strategies, investments, and market events. Client Engagement. Proactively connect with clients quarte...
