
Strategic Retirement Plan Relationships Manager
CAPTRUST, Greenville, SC, United States
A financial services firm in South Carolina is seeking a Financial Advisor Relationship Manager to engage with institutional retirement plan clients. Responsibilities include delivering plan reviews, providing proactive client service, and supporting marketing initiatives. Ideal candidates have at least 5 years of experience in client service and must obtain FINRA licenses. This role offers competitive salary and growth opportunities within a collaborative environment.
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