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Wealth 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.
- The firm’s entrepreneurial spirit, culture of collaboration, and passion for working in the best interests of our clients, has led to the development of long-term relationships that are important to our success
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