Wealth Investment Consultant & Relationship ManagerPowerToFly • San Francisco, CA, United States
Wealth Investment Consultant & Relationship Manager
PowerToFly • San Francisco, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A leading financial services firm is seeking an Investment Consultant - Relationship Manager to manage relationships with clients. The role involves advising clients on financial strategies, analyzing investment opportunities, and delivering presentations. Candidates should have a bachelor's degree, at least 5 years of experience, and necessary licenses. This role offers a salary range of $68,000 to $135,000, commensurate with experience, in a dynamic work environment focused on client success and personal growth.
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