Senior Premier Relationship Manager - Lake Forest

Only for registered members Lake Forest, United States

1 month ago

Default job background
$57,500 - $106,500 (USD)

Job summary

This is a licensed position requiring SIE Series 6 63 Life and Health licenses Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.

Acts as primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory policies.


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