Are you ready to take your Client Services skills to the next level? Our client, a privately owned national leader in investment services and a "Top 10 Best Place to Work", seeks a Relationship Manager passionate about helping individuals, companies, and institutions achieve their financial goals. By joining this dynamic, growth-driven firm, you'll have the opportunity to develop your expertise, expand client relationships, and be part of a company committed to your personal and professional success.
The Purpose of Your Role
As a Relationship Manager, your position is pivotal within the branch team. You will be responsible for fostering relationships with the Firm's most valuable clients and finding opportunities to deepen them meaningfully. You will keep the Financial Advisors organized and ensure the day-to-day activities are carried out with the client's needs as the top priority. You will learn how to nurture an established book of clients and successfully find opportunities to add value to the relationship.
This is an excellent opportunity for you to see your impact on the business and have rewarding interactions with clients every single day.
The Expertise They Are Looking For
- Active FINRA Series 7 & 66 licensed OR (Series 63 & 65) licensed
- 1-3 years in financial services with an emphasis on providing an excellent customer experience
- A College Degree and/or other professional certifications are a tremendous plus
- Planning experience and knowledge of financial markets and products
- 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
Their Commitment to You:
Our client's most significant advantage is its people; they believe it is important to approach life holistically. They offer a competitive total rewards package to recognize your achievements, including a stable base salary, guaranteed quarterly bonuses, and/or other variable compensation ($110k-$115k first-year earnings), depending on the position and your relevant experience.
They also offer many benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance, including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Ready to Elevate Your Career?
If you are ready to join a firm where your contributions are valued, your career is nurtured, and your success is celebrated. Take the next step in your relationship management career and Apply Today.