Relationship Manager

1 week ago

San Francisco, CA, United States Kforce Full time
Responsibilities

Kforce's client, a prestigious financial services firm, is seeking a Relationship Manager for their award winning private wealth management team in San Francisco, CA. Summary:The Relationship Manager is responsible for the development, maintenance, and oversight of relationships with new and existing clients. This role combines personal skills with all the resources of the firm for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing the company's circumstances and objectives to provide individualized, highly strategic Investment consulting. This Manager will have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join. This role will not require any prospecting and will be working with an existing book of business. This firm offers excellent benefits, year end bonus along with the opportunity to advance.Responsibilities:
  • Advise clients in accordance with the Team's agreed upon strategy
  • Analyze investment opportunities and client needs, and recommend appropriate strategies
  • Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
  • Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
  • Comply with all industry rules and regulations
Skills
  • Bachelor's degree or comparable professional certification required
  • Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required
  • 5+ years of FINRA Registration experience preferred
  • 4 + years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients
  • Extensive knowledge around financial industry and product knowledge
  • Experience communicating directly with clients in regards to money management
  • Excellent written and oral communication skills


The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

By clicking "Apply Today" you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Kforce is a professional staffing services firm offering Technology and Finance & Accounting jobs with top employers nationwide. We specialize in providing contract, contract-to-hire and direct placement opportunities, with over 50 years of experience in the staffing industry. Kforce offers many consultants comprehensive benefits depending on employment status, including medical, dental, 401(K), life insurance and disability. Our vision is to be "the firm most respected by those we serve."

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