Relationship Manager for Entruity Wealth
Bill Good Marketing
Bakersfield, california
Relationship Manager
About Entruity Wealth:
Entruity Wealth is a family-owned and operated wealth management firm based in Bakersfield, CA, dedicated to helping clients grow and preserve their wealth. We pride ourselves on offering a personal, high-touch experience to our clients, ensuring that their unique financial needs are met with care, compassion, and precision. We’re looking for a dynamic, tech-savvy, and empathetic individual to join our team as a Relationship Manager and Assistant to our Chief Investment Officer.
The Role:
As the Relationship Manager, you will serve as the vital link between our team and our clients, and prospects. Your role is to build strong relationships, assist in outreach efforts, and support our day-to-day operations. You’ll work closely with clients to uncover opportunities, help organize marketing campaigns and events, and ensure smooth computer operations.
Who You...