Overview: WHO are we looking for? A dynamic, energetic Senior Wealth Relationship Management Associate who... will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth...
, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior... into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output Prepare for client meetings...