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Senior Wealth Client Relationships Director
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-07-31
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Retirement Resource Center, LLC. seeks a Wealth Client Relationship Management leader to supervise professional staff and partner with clients to define and achieve financial goals.
You will tailor strategies, review financial data, and grow the book of business while ensuring regulatory compliance and high-quality service. The role emphasizes retirement-focused planning, team leadership, and collaboration with tax and legal professionals to optimize client outcomes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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