Affluent Relationship Manager

1 week ago

Rhinebeck, New York, United States Citizens Full time
Key Responsibilities

Cultivating Client Relationships

  • Identify client objectives and goals, then monitor progress throughout the financial lifecycle.
  • Broaden and deepen affluent client relationships in investment, deposit, and lending.
  • Become a trusted advisor who earns referrals from existing clients.
  • Engage prospects to promote and sell investment products and services.
  • Evaluate and analyze client financial information and data.
  • Use planning and discovery tools to uncover perspective opportunities.
  • Develop and present suitable solutions to meet client goals.
  • Partner with other colleagues to implement solutions.

Qualifications and Requirements

  • Series 7 and 66 (65 and 63), Life Accident & Health licenses.
  • CFP or CRC preferred.
  • Bachelor's degree or equivalent work experience.
  • 5+ years of industry-related experience.
  • Record of building internal partnerships.
  • Excellent oral and written communication skills.
  • Team-oriented with a strong work ethic and entrepreneurial spirit.
  • Experience using financial planning tools.
  • Familiarity with consumer lending and banking solutions.
  • Digital literacy and experience.
  • Experience with investment product referrals and sales.
  • Knowledgeable of regulatory requirements to ensure a sound control environment.

Compensation and Benefits

This role is commissioned-based. Individuals in this position have historically earned between $105,000 - $250,000 per year, based on performance and productivity against commission plan parameters.

We offer competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.

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