Overview: WHO are we looking for? A dynamic, energetic Senior Relationship Manager Associate who will deliver high... reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery Responsible for collecting...
, 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...