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Advisor Services Relationship Manager — Growth Partner

Charles Schwab, Westlake, TX, United States


A leading financial services firm in Westlake, Texas, is seeking a Relationship Manager to enhance client relations with Registered Investment Advisors. This role focuses on nurturing client relationships, identifying new revenue opportunities, and coordinating with internal partners to ensure client satisfaction. The ideal candidate will have a Series 7 and 63 license, 5+ years of relevant experience, and excellent communication skills. This position offers a competitive benefits package and supports workplace flexibility. #J-18808-Ljbffr