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Wealth Relationship Manager | Client Advisory
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-01-16
Listing for:
EmergencyMD
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Eau Claire, WI is seeking a full-time Relationship Manager to enhance client relationships and financial planning. The ideal candidate will possess a degree in Business or Finance, 5-10 years of CPA experience, and strong communication skills. Responsibilities include offering financial advice, establishing client plans, and ensuring compliance. This hybrid position supports ongoing education and community involvement, promoting inclusivity and teamwork.
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