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Relationship Manager acts as the primary point of contact for assigned clients.
You will work as a team member with portfolio managers to provide an excellent client experience through financial planning and investment services.
If you’re a looking to make a difference in people’s lives, working as a Financial Planning Analyst at Capstone..
Major Responsibilities: • Oversee the Financial Planning & Wealth Management Departments • Oversee Pinnacle’s five Wealth Management Programs (In...