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Client‑Centric Financial Relationship Manager
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-07-18
Listing for:
Legacy Partners Group
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Sales, Insurance Sales
Job Description & How to Apply Below
Legacy Partners Group is seeking a Financial Relationship Manager in Wisconsin. The role focuses on developing and nurturing client relationships, assessing financial needs, and presenting insurance solutions with strong service and regulatory awareness.
The ideal candidate brings sales experience, knowledge of financial services, and CRM proficiency, with licensing targets for life insurance and Series 65 in the near term.
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