Job is Expired
Location: Arizona, California, Texas
Compensation: To Be Discussed
Staff Reviewed: Fri, Oct 12, 2018
Job Summary
A financial services company has a current position open for a Remote Senior Financial Relationship Manager.
Candidates will be responsible for the following:
- Ensuring overall accountability for the assigned book of business
- Understanding client goals and objectives
- Implementing a strategic relationship process
Qualifications Include:
- 50% travel
- Undergraduate degree or 5+ years’ experience
- FINRA S6 and S63
- 5+ years’ experience in relationship management of retirement plans