Financial Services Manager

2 days ago


Irving, Texas, United States Kestra Financial Independent Advisor Full time
Job Title: Relationship Manager

We are seeking a skilled and driven Relationship Manager to join our team at Kestra Financial Independent Advisor. This pivotal role involves overseeing and coordinating all aspects of retirement plans on a daily basis.

Key Responsibilities:
  • Manage the ongoing service schedule for multiple retirement plans.
  • Conduct regular meetings with small business owners discussing their retirement plan.
  • Prepare, coordinate, and facilitate employee education presentations.
  • Serve as the primary point of contact for clients, ensuring exceptional service delivery and addressing inquiries and concerns promptly.
  • Build strong relationships with retirement plan participants, understanding their needs and providing tailored solutions.
Requirements:
  • Confident presentation skills.
  • Excellent communication skills, both verbal and written, with the ability to articulate concepts clearly.
  • Ability to prioritize and manage multiple tasks while maintaining a high level of accuracy and attention to detail.
  • Ability to work both independently and as a member of a team.
Benefits:
  • Competitive salary and performance-based incentives.
  • Comprehensive benefits package including dental, vision, life, and retirement plan contributions.
  • Opportunities for professional development and advancement within the firm.

If you are a motivated professional with a passion for client service, we encourage you to submit your resume. Kestra Financial Independent Advisor is an equal opportunity employer committed to diversity and inclusion in the workplace.



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