Top Tech Jobs & Startup Jobs

One Month AgoSaved
Remote
USA
120K-150K Annually
Senior level
120K-150K Annually
Senior level
Fintech • Financial Services
Partner with the Business Development Officer to win and manage high-net-worth client relationships. Provide investment advisory, financial and estate/tax planning, prepare customized proposals, conduct portfolio reviews, and use eMoney and Salesforce to deliver a personalized wealth management experience.
Top Skills: EmoneyMS OfficeSalesforce
New

Track Smarter, Apply Better.

Ditch the spreadsheets. Organize your job search with our freeApplication Tracker.

Use For Free
Application Tracker Preview
All Filters
JobType
New Jobs
Job Category
Experience
Industry
Company Name
Company Size

Sign up now Access later

Create Free Account