Investment Advisory Relationship Manager New York

Company: Fusco Personnel Inc.
Location: West Sand Lake
Posted on: January 16, 2022

Job Description:

INVESTMENT ADVISORY RELATIONSHIP MANAGER Fusco Personnel is currently recruiting for a FT, direct-hire Relationship Manager for a growing wealth management office in the Capital Region. Apply today if you possess the following: Bachelor's Degree in finance or related field At least 3-5 years of relevant experience Financial Planning, CFP or CFA preferred but not required Brokerage sales assistant experience preferred Proficiency in MS Office Suite, financial planning software and CRM software Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff. Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level - consider contacting our experts. Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer

Keywords: Fusco Personnel Inc., Albany , Investment Advisory Relationship Manager New York, Executive , West Sand Lake, New York