About this opportunity
Financial Recruiters International lists this Senior Wealth & Portfolio Relationship Manager opportunity in columbia township, Missouri. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Recruiters International seeks a relationship-driven Trust and Wealth professional to serve high-net-worth clients, delivering tailored estate and wealth planning solutions.
You will work directly with clients and advisors to manage portfolios, present investment strategies, and grow market share in your region. CFA/CFP are highly preferred, with strong communication and client relationship skills essential.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.