Relationship Manager

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
1-3 years in financial services with an emphasis in providing an excellent customer experience
Planning experience and knowledge of financial markets and products
Strong social skills and the ability to deliver highly personalized service to each client
Ability to find success in a dynamic, deadline driven, and detailed compliance environment
Ability to think creatively and be comfortable making decisions with the support of your team
Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

Fostering client relationships and finding opportunities to deepen the relationship in meaningful ways
Keeping the Financial Consultants organized and ensuring the daily work is carried with the client’s needs top of mind
Deepening client relationships through long term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients

Client oriented and brings great perspective on financial planning
Vested interest in being an advocate for clients
Professional with a polished communication style compatible with high net worth clientele
Being coachable, collaborative, and curious