Strategic Relationship Manager - Drive Sales Success with Elite Investment Portfolios
Employer
Signature Estate & Investment Advisors, LLC
Salary
$100k-$120k (estimated pay)
Location
Los Angeles, CA
Employment Type
Full-time
Сategory
Financial Advisors
Description
Looking for a dynamic Relationship Manager with a knack for sales and service of elite customized portfolios at Signature Estate & Investment Advisors, LLC.
Qualifications
- Bachelor's Degree
- Series 7, 66 and CFP or CFA certification
Responsibilities
- Manage portfolios for advisors
- Conduct sales presentations
- Develop sales presentations
Education
Bachelor's Degree from four-year college
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