Client Advisory Manager
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About this role
DUTIES and RESPONSIBILITIES: - Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion. - Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to: - investments - estate planning - tax planning - debt…
Excerpt only. The full posting is on the employer’s careers site.
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