Financial Planning Coordinator

2 weeks ago


Westport, Connecticut, United States Claire Myers Consulting Full time

Join Our Team as a Relationship Manager

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Claire Myers Consulting is a dynamic boutique wealth management firm located in Westport, CT, seeking a talented Relationship Manager to support our team. As a key member of our team, you will be responsible for building relationships with clients, identifying new areas of business development, and working closely with our investment, planning, and operations teams.

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About the Role:

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  • Sit second chair to the senior advisor in client meetings to take explicit notes and build relationships with clients.">
  • Identify and bring to the senior advisor's attention any new areas of business development for current clients, including but not limited to: planning and new assets, referrals and introductions, next gen, COIs, etc.">
  • Work with the investment, planning and operations teams to learn and eventually collaborate on analysis, recommendations, and service items.">
  • Shadow both the director of financial planning to learn the financial planning process and the senior advisor to learn advanced financial planning techniques and strategies.">
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Qualifications:

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  • Bachelor's degree">
  • Licensed or willingness to get licensed - Series 7 and 66 and LAH insurance license">
  • To succeed at this practice, these qualities are vital: sense of urgency, go-getter, client-centric standards, hard-wired to overdeliver, revenue generator; motivated to succeed by adding value to the firm, detail oriented, takes pride in job well done, prepared, process orientated, proven track record of success with client generation and retention.">
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Benefits:

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$80K-$110K, all in with bonus



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