CPA Licensed Relationship ManagerVirtualVocations • Mission Viejo, California, United States
CPA Licensed Relationship Manager
VirtualVocations • Mission Viejo, California, United States
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A company is looking for a Relationship Manager - Private Wealth & Tax Solutions.
Key Responsibilities
Develop, nurture, and manage relationships with Strategic Partners and their clients
Convert qualified leads into active Strategic Partners through consultative selling
Maintain and grow assigned client and Strategic Partner portfolios, focusing on retention and satisfaction
Required Qualifications
Minimum 7+ years in private wealth management, tax planning, or related advisory disciplines
CPA credential or significant accounting / tax background strongly preferred
Demonstrated success in business development with high-net-worth individuals and families
Experience with tax strategy development and wealth preservation
Proven track record of managing complex client relationships
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Relationship Manager • Mission Viejo, California, United States
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