A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess a Series 65 license and experience in wealth management. Strong client communication and organization skills are essential. The position comes with competitive compensation and benefits. #J-18808-Ljbffr
Wealth Management Client Advisor - High-Net-Worth • Huntington, NY, United States
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