Base: $200k - $250k annually; bonus/equity: not sp...
Hybrid
Client relationship management
Financial planning
Investment management
Salary
Base: $200k - $250k annually; Bonus/Equity: Not specified; Benefits: Full benefits suite including health and dental insurance, 401k retirement plan, paid time off
Skills & Requirements
Must-have
Client relationship management
Financial planning
Investment management
CRM software
Sales and prospecting
Tax and estate planning
Nice-to-have
Leadership skills
Team collaboration
Strategic thinking
Client-centric approach
Key Requirements
Bachelor's Degree in business, finance, or economics