Frisco, Texas, 75033
Job description
**Wealth Client Relationship Manager**
The Wealth Client Relationship Manager collaborates with advisors to assist high-net-worth clients by overseeing designated accounts and executing financial planning strategies. This position plays a critical leadership role within advisory teams to guide clients towards their financial objectives through efficient collaboration and transparent communication. Applicants should possess a minimum of 2 years of relevant experience, and a university degree is ideal. The role necessitates securing Series 7, 63, 65, or 66 licenses, along with a Life and Health Insurance license, within 120 days of commencing employment.
STEMHUNTER is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and gender expression), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable equal employment opportunity and affirmative action regulations.
