Chief Client Relations Officer

1 week ago


Stamford, Connecticut, United States Jobot Full time
Exciting opportunity for a Certified Financial Planner to serve as a personal Chief Financial Officer and oversee clients' wealth management strategies.

About Us:

At Jobot, we pride ourselves on being a leader in the financial services industry, committed to creating an exceptional workplace where every team member can thrive. With over 20 years of experience, our dedication to collaboration and client satisfaction has enabled us to manage assets exceeding $19 billion for a diverse clientele of over 4,000 individuals.

Why Join Our Team?

We offer our employees the chance to take ownership of their roles within a firm recognized as one of the Best Places to Work. Our comprehensive benefits package includes:
  • Competitive compensation
  • Profit-sharing opportunities
  • Comprehensive health benefits
  • Emphasis on work/life balance
  • Flexible working arrangements


Key Responsibilities:

  • Manage client relationships to deliver an exceptional experience while developing and implementing wealth management strategies that align with clients' aspirations.
  • Leverage both internal and external resources to address client needs in areas such as Estate Planning, Tax Planning, Investment Management, Risk Management, and General Financial Planning.
  • Clearly communicate our unique value proposition to prospective clients, establishing the firm as their trusted financial partner.
  • Actively engage with the community to build and strengthen connections.
  • Foster and maintain strong relationships with custodial retail branches in collaboration with the national team.
  • Lead a local service team, ensuring high levels of client retention and satisfaction through a commitment to outstanding service.

Qualifications:

  • Certified Financial Planner designation and a minimum of a Bachelor's degree.
  • At least 6 years of experience in financial and/or estate planning within a professional financial services or wealth management firm.
  • Proficient in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.



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