More jobs:
Wealth Relationship Manager | Client Advisory
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-01-17
Listing for:
EmergencyMD
Full Time
position Listed on 2026-01-17
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.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×