Relationship Manager
1 month ago
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
- 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
- $85,000 base salary with strong incentives and great benefits.
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