Base: $63,300.00 - $117,200.00; bonus/equity: not ...
On-site
Exceptional client experience
Financial planning business development
Wealth management market trends
Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers
Job Summary
Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers.
Acts as the key service contact for clients, taking ownership of client issues and collaborating to resolve them.
Supports the achievement of the business plan within the designated territory/region and meets high-quality service standards to maximize relationship retention and growth.
Matching Summary
Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers.
Salary
Base: $63,300.00 - $117,200.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans