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Senior Client Relationship Manager
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- Obsidian Planning Solutions, a financial planning firm located in Rockville, MD, is hiring a Senior Relationship Manager for the local office.
- As our Senior Relationship Manager, you will make connections with people, motivating and inspiring them to achieve results.
- Financial planning software experience preferably with Advisor Engine, Naviplan, and Morningstar.
- Obsidian Planning Solutions is a boutique Registered Investment Advisor (RIA) firm in Rockville, MD, specializing in a holistic Lifestyle Protector Program for individuals, business owners, and their families.
- Regionally based, Obsidians comprehensive financial services firm, specializes in estate, investment, retirement, and tax planning.
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Updated 11 days agoSimilar Job
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