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PowerToFly

Strategic Investment Consultant | Relationship Manager

PowerToFly, San Francisco, California, United States, 94112

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A leading financial services firm in San Francisco is seeking an Investment Consultant

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. - Relationship Manager.

This role involves developing and maintaining client relationships, providing individualized investment consulting, and collaborating with financial advisor teams.

The ideal candidate should have a minimum of a bachelor’s degree, relevant licenses, and at least 5 years of business experience. xsgimln

The position offers a competitive salary range, reflecting the complexity of the role and the individuals experience.

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