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Financial Services Relationship Manager

2 months ago


Dallas, Texas, United States PuroClean Property Restoration Services of Kapolei Full time

About the Role:

We are seeking a highly skilled and experienced professional to join our team as a Client Development Financial Services Executive. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support, and driving business growth through strategic planning and execution.

Key Responsibilities:

  • Evaluate opportunities to consolidate a client's outside assets with our organization
  • Review personal financial situations and provide tailored solutions
  • Cultivate referrals by delivering exceptional service and building strong relationships
  • Conduct meetings with prospects and clients to present our investment management strategies
  • Develop and implement strategic plans to drive business growth and increase revenue

Requirements:

  • 5+ years' experience in client-facing or production-based roles in Financial Services
  • FINRA Series 65 preferred (required within 60 days of hire)
  • Strong understanding of capital markets and investment products
  • Proven track record of success driving results and growing business
  • Excellent communication and interpersonal skills

What We Offer:

  • Uncapped performance-based compensation with the potential for a 7-figure income
  • A supportive and inclusive work environment
  • Ongoing training and development opportunities
  • A comprehensive benefits package, including medical, dental, and vision coverage

About Us:

PuroClean Property Restoration Services of Kapolei is a leading provider of property restoration services. We are committed to delivering exceptional service and support to our clients, and we are seeking a talented and experienced professional to join our team.