Fmr
Roseville or Sacramento or Walnut Creek
Wealth Management Senior Relationship Manager - Sacramento, CA Area
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Apply to Wealth Management Senior Relationship Manager - Sacramento, CA Area at FmrJob details
- Location
- Roseville or Sacramento or Walnut Creek
- Work type
- Onsite
- Compensation
- $79,000 - $153,000/yr
- Posted
- 1 week ago
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
5+ years financial services customer service experience; Series 7 and Series 63/65 or 66 and life insurance licenses required; Bachelors preferred; strong communication and client service skills.
What you'll do at Fmr:
- managing calls
- delivering service
- documenting strategy
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