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Investment Advisory Relationship Manager


Contact: Patricia Fusco
Fusco Personnel
5188696100

Description:

Fusco Personnel is currently recruiting for a growing wealth management office that is in need of a full-time, direct hire Relationship Manager! This position is located in the Capital District area.

Apply today if you possess the following:

· Bachelors Degree in finance or related field

· 3-5 years experience

· Financial Planning, CFP or CFA preferred but not required

· Brokerage sales assistant experience would be highly beneficial

· Technology skills and experience with Microsoft Office Suite, financial planning software and CRM experience

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

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