Financial Services Manager

2 weeks ago


Wichita Falls, Texas, United States Claire Myers Consulting Full time
Relationship Manager

Claire Myers Consulting is seeking a skilled Relationship Manager to join our team. As a key member of our wealth management firm, you will be responsible for delivering exceptional client care and driving business growth.

Key Responsibilities:
  • Develop and maintain strong relationships with existing clients, ensuring their financial needs are met and exceeded.
  • Formulate and implement comprehensive financial plans, tailored to each client's unique goals and objectives.
  • Manage client assets, ensuring optimal investment strategies and risk management.
  • Identify new revenue opportunities and develop strategies to increase assets under management.
  • Stay up-to-date with industry trends and economic developments, applying this knowledge to enhance client service and relationships.
Requirements:
  • 3+ years of experience in Financial Services, with a strong understanding of financial planning and investment management.
  • Excellent communication and relationship management skills, with the ability to articulate complex financial concepts to clients.
  • Series 7, Series 66/63 and State Life & Health licenses, or willingness to obtain within 120 days of employment.
What We Offer:
  • $85,000 base salary, with strong incentives and great benefits.

Claire Myers Consulting is a dynamic, boutique wealth management firm dedicated to empowering individuals and families to achieve their financial goals. If you are a motivated and experienced Relationship Manager looking for a new challenge, we encourage you to apply.



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