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Mercer Advisors
Bay Area, California
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Relationship Manager
Relationship Manager Reports to: Director of Operations Status: Exempt As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. You will work closely with our advisory team and clients, ensuring that their financial goals and needs are met. This multifaceted role encompasses several key responsibilities and expectations: Responsibilities: Attend client meetings and provide valuable support to advisors by gathering necessary information and facilitating smooth interactions Create follow-up
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