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Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships.
As the Client Relationship Manager, you will be providing financial planning guidance, educating clients on their customized portfolios through phone calls, email, and face-to-face meetings, and explaining the firm's investment philosophy.
Qualifications
Responsibilities
Full Time
$106k-136k (estimate)
05/03/2024
05/16/2024
hanover.com
ITASCA, IL
3,000 - 7,500
1852
Public
DAVE GRIM
$3B - $5B
Insurance
The Hanover is a holding company that provides property and casualty insurance products and services for individuals and businesses.
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