Financial Services Manager

3 days ago


Wichita Falls, Texas, United States Claire Myers Consulting Full time
Relationship Manager

Claire Myers Consulting is seeking a skilled Relationship Manager to join our team. As a key member of our wealth management firm, you will be responsible for delivering exceptional client care and driving business growth.

Key Responsibilities
  • Develop and maintain strong relationships with existing clients, ensuring their financial needs are met and exceeded.
  • Formulate and implement comprehensive financial plans, tailored to each client's unique goals and objectives.
  • Manage client assets, ensuring optimal investment strategies and risk management.
  • Identify new revenue opportunities and develop strategies to increase assets under management.
  • Stay up-to-date with industry trends and economic developments, applying this knowledge to enhance client relationships and service.
Requirements
  • 3+ years of experience in Financial Services, with a strong understanding of financial planning and investment management.
  • Excellent communication and relationship management skills, with the ability to articulate complex financial concepts to clients.
  • Series 7, Series 66/63 and State Life & Health licenses, or willingness to obtain within 120 days of employment.
What We Offer
  • $85,000 base salary, with strong incentives and great benefits.


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