Financial Services Director

2 days ago


Campbell, California, United States AscendHire Full time
Unlock Your Potential in Financial Services

Cultivate a successful career as a Relationship Manager with our esteemed client, a leading national investments powerhouse. As a key member of the Branch team, you will be responsible for nurturing long-lasting relationships with high-net-worth clients, providing exceptional customer service, and driving business growth.

Key Responsibilities:
  • Develop and maintain a strong network of financial consultants to drive business growth
  • Foster positive relationships with clients to deliver personalized service and drive engagement
  • Stay up-to-date with industry trends and financial markets to provide expert advice
  • Collaborate with the team to achieve business objectives and drive results
Requirements:
  • Active FINRA Series 7 & 66 (OR Series 63/65) licenses
  • CFP is a plus
  • 1-3 years in financial services with an emphasis on customer experience
  • Fundamental financial planning experience and knowledge of financial markets and products
  • Strong social skills and ability to deliver personalized service
  • Ability to thrive in a dynamic, deadline-driven environment
What We Offer:
  • A competitive base salary range of $75,000 - $80,000 annually
  • Generous quarterly bonuses or variable compensation ($100k+)
  • Robust benefits for you and your family's well-being
  • Diverse training opportunities to advance your career

Join a company that values your growth and success, and discover a career that empowers you to unleash your potential.



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