Client Relationship Manager

1 week ago


Conroe, Texas, United States Advisor Employee Services Full time
Job Summary

We are seeking a highly motivated and customer-focused Financial Services Consultant to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional financial services to our clients.

Key Responsibilities
  • Develop and Implement Financial Plans
  • Provide Advice on Investments, Insurance, and Retirement
  • Build and Maintain Client Relationships
  • Support Senior Advisors in Meeting Goals
Requirements
  • 2+ Years of Financial Experience
  • Bachelor's Degree Preferred
  • Series 65 and Life and Health Certifications
  • Strong Organizational and Communication Skills
  • Proficient in MS Office
  • Knowledge of Financial Concepts
Benefits
  • Generous Paid Time Off
Working Hours
  • Monday – Friday
  • 8:30am-5:00pm
  • Occasional Evening Events
About Us

Advisor Employee Services is a well-established firm dedicated to providing exceptional financial services. We are committed to excellence in client care and are seeking a talented individual to join our team.



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