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TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $340MM AUM based in Naples, FL is hiring a Senior Registered Client Service Associate to their growing team. This position is 100% in-office Monday-Friday.
The Relationship Manager works with the Advisory team on all aspects of wealth management, including managing client relationships, identifying and meeting client needs, and supporting the implementation of financial plans. The Relationship Manager is not expected to create new client introductions. However, the Relationship Manager is responsible for maintaining the team’s client service model, directing the planning and onboarding processes, and deepening the client relationship.
Essential Duties and Responsibilities:
Some of the responsibilities would be:
Requirements
This practice offers competitive compensation and benefits, an inviting work culture, and oportunities for career growth.
Full Time
$61k-79k (estimate)
05/02/2024
05/15/2024