Mass Affluent Premier Relationship Advisor

A financial services company is seeking a Senior Premier Relationship Manager in Modesto, CA, to manage and grow a portfolio of mass affluent clients. This role requires 7+ years of experience in financial services and licenses such as SIE, Series 6, and Series 63. You'll be the primary contact for clients, providing comprehensive financial solutions and meeting sales targets. The position offers a competitive salary of $63,300.00 - $117,200.00 and various benefits, contributing to a customer-centric financial planning approach. #J-18808-Ljbffr