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Client Relationship Manager

2 months ago

Ashburn, Virginia, United States CFA Institute Full time

Job Description:
Financial Consultant


If you are looking to focus on nurturing existing client relationships and developing intricate financial strategies, consider joining a team recognized as a leader in the financial services sector.

CFA Institute offers a unique business model with a well-established client base and institutional partnerships that are unparalleled in the industry.

At CFA Institute, we prioritize professional development, flexibility, and support, enabling you to achieve long-term success for both yourself and our clients.
The Purpose of Your Role

In our Investor Center, you will engage directly with clients, providing tailored guidance and personalized financial planning, while enhancing the firm's brand presence.

We fully equip you with an open architecture product platform and premier resources in the financial sector, allowing you to cultivate relationships with an established client base.

The Expertise We're Looking For
Proven track record in relationship building, identifying client needs, and proposing effective solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to obtain series 65/66 upon hire
Strong ability to articulate complex solutions to an informed client base while establishing rapport and trust
A degree and/or relevant professional certifications are advantageous; if you do not already possess a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one
The Skills You Bring
Ability to thoughtfully introduce clients to diverse investment strategies and consolidate additional client assets through engaging, client-focused discussions
Being open to coaching, collaborative, and inquisitive are your key attributes
Dedicated to delivering an exceptional customer experience with a passion for fostering client success
Driven by results and solution-oriented, you take initiative and surpass client expectations
Extensive knowledge of investment products and strategies
Our Investments in You
CFA Institute's greatest asset is our people, and we believe in a holistic approach to life. We offer a competitive total rewards package, including a stable base salary, to acknowledge associate achievements. Our benefits programs are designed to help you and your family maintain a healthy work-life balance. We provide comprehensive training in-branch, regionally, nationally, and virtually to support all aspects of your business. You will receive the necessary training and onboarding to ensure your success.
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning enable you to mentor and assist clients as they strive to achieve their financial goals
Supporting our clients by delivering comprehensive investment solutions and retirement planning tailored to their current and future needs
Effectively engaging clients through personal interactions, showcasing your interpersonal communication and relationship-building skills
You demonstrate a steadfast commitment to your clients while positively impacting the community

Certifications:
Series 0- FINRA, Series 6- FINRA, Series 6- FINRA
Company Overview
CFA Institute is dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their future. We support organizations in providing benefits to their employees. Additionally, we offer investment and technology solutions to institutions and independent advisors to help manage their clients' investments.
Join Us
At CFA Institute, you'll discover numerous opportunities to build a meaningful career that positively influences the lives of others, including your own.

You can benefit from flexible options that support you throughout every stage of your career, empowering you to excel both professionally and personally.

Recognized as a top employer, we have received accolades from our employees.

You do not need a finance background to thrive at CFA Institute—we provide a variety of learning opportunities to help you create the career you've always envisioned.

At CFA Institute, we value honesty, integrity, and the safety of our associates and clients within a highly regulated environment. Certain roles may require candidates to undergo a preliminary credit check during the screening process.

Candidates who receive an offer from CFA Institute will need to complete a background investigation and may be asked to provide additional documentation as necessary.

This investigation includes but is not limited to a review of criminal history, civil litigations, regulatory compliance, employment history, education verification, and credit history (role dependent).

These investigations will cover a history of 7 years or more, depending on the position. Where permitted by federal or state law, CFA Institute will also conduct a pre-employment drug screening.
We invite you to explore your opportunities with CFA Institute.
CFA Institute is an equal opportunity employer.

We believe that the most effective way to attract, develop, and retain a diverse workforce is to cultivate a lasting culture of inclusion and belonging.

CFA Institute will reasonably accommodate applicants with disabilities who require adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact the HR Accommodation Team.

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