We are a top LPL Financial firm seeking a driven and detail-oriented Relationship Manager to join our team. As you get acclimated in this role, your initial focus will be on executing daily portfolio trading tasks and supporting our seasoned financial advisors in preparing comprehensive financial plans. As you demonstrate proficiency and an unwavering commitment to our core values-especially integrity-you will progressively engage more in direct client interactions, ultimately meeting clients on your own.
Qualifications:
- Strong communication and interpersonal abilities, with a natural aptitude for building trust and rapport.
- Bachelor's degree in Finance, Business Administration, Economics, or a related field
- Basic understanding of financial products and a keenness to learn more within a dynamic environment.
- Securities and Insurance Licenses, or at least intent to obtain
Responsibilities:
- Management and execution of daily portfolio trading tasks for the firm
- Preparation and maintenance of financial plans
- Direct client contact- answer questions about accounts, etc.
- Handle high-level projects for clients/advisors
- Assist with client events as needed