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Relationship Manager

5 months ago

Wichita Falls, United States Claire Myers Consulting Full time

Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.

They are adding a Relationship Manager to support the firm.

Responsibilities

  • Focus on complete client care and delivering on promises made with existing clients
  • Directly responsible for client satisfaction with firm and retention of client accounts
  • Manage formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client
  • Increase assets under management from assigned client base
  • Develop new revenue opportunities to service existing clients more effectively
  • Develop and deepen relationships with existing client and their next generation
  • Maintain familiarity with the industry and economic trends and apply knowledge to client service and relationships
Qualifications
  • 3+ years of experience in Financial Services
  • Understand and articulate Financial Planning
  • Ability to advise clients on all aspects of their balance sheet
  • Working understanding of tax thresholds, types of taxation for different instruments and accounts, and the levers for increasing or reducing taxes
  • A comprehensive understanding of financial markets and a relentless drive to learn more
  • Series 7, Series 66/63 and State Life & Health or similar. Unlicensed candidates will be considered but required to obtain the requisite licenses within 120 days of employment
  • Excellent communication and relationship management skills
Compensation
  • $85,000 base salary with strong incentives and great benefits.