Client Relationship Manager
2 weeks ago
As a Wealth Management Advisor, you will play a crucial role in nurturing and expanding a designated portfolio of clients while also seeking out new, qualified clients for our practice. Your responsibilities will include conducting client consultations, performing detailed financial analyses, and crafting tailored financial strategies.
You will thrive in this role if you:
- Exhibit Resourcefulness
- Prioritize Client Satisfaction
- Value Collaborative Success
- Strive for Excellence
Additionally, you will serve as a vital support to senior advisors, ensuring a remarkable client experience by managing, collecting, and interpreting client information, assisting in the preparation of financial strategies and deliverables, and addressing client inquiries and practice management tasks as necessary. You will also participate in client meetings alongside senior advisors.
This role demands a keen eye for detail, the ability to prioritize effectively, and a commitment to meeting deadlines. Adherence to high ethical standards and compliance with legal and regulatory guidelines is essential. Opportunities for professional advancement, including potential transitions to senior advisory roles, will be readily available.
Key Responsibilities
- Prepare for client consultations with a focus on strategic planning
- Conduct financial assessments and formulate recommendations aligned with client objectives and risk profiles
- Engage in client meetings with senior advisors to present insights and provide guidance
- Address client inquiries regarding account management
- Facilitate transactions on behalf of clients
- Execute essential marketing initiatives
- Delegate tasks to other team members when appropriate
- Contribute to the growth of the practice and undertake additional responsibilities as needed
Essential Qualities of a Successful Wealth Management Advisor
- Capability to engage clients and articulate planning strategies
- Proficiency in identifying potential clients
- Strong interpersonal skills
- Proactive approach to business development
- Entrepreneurial mindset with a focus on business growth
- Ability to recommend appropriate investment solutions
- Expertise in resource planning and management
- Commitment to compliance with industry regulations
- Positive demeanor and a genuine desire for continuous learning and development
Qualifications Required
- Minimum of 2 years of relevant experience preferred
- Must possess all necessary licenses, including Series 7, Series 66, and State Life, Accident and Health
Job Type: Full-time
Compensation: Starting at $65,000 annually with potential for quarterly bonuses and benefits.
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