What are the responsibilities and job description for the Client Relationship Manager position at Wealth Enhancement?
Requirements and Qualifications
- Requires a 4-year degree; business, finance, economics preferred.
- Advanced designation required (CFP, CPA, MBA, etc.).
- Series 7, 66 (BD/RIA).
- Series 65 (RIA Only).
- Insurance Licenses.
- 4 years of experience within the wealth management industry.
- Possess excellent analytical, organizational, and communication skills (both oral & written).
- Ability to manage multiple projects at once.
