Client Relationship Advisor (59056)

Client Engagement & Relationship Management

Proactively engage assigned clients through phone, video, and in-branch meetings to ensure consistent, high-quality interactions.
Conduct regular client reviews to assess financial goals, risk tolerance, and life-stage needs.
Maintain a structured outreach cadence, including follow-ups and proactive communication to strengthen client relationships.
Deliver a personalized, professional client experience that builds long-term trust and retention.
Manage multiple client relationships independently while ensuring timely and responsive service.
Partner with senior advisors to identify, segment, and transition clients into the appropriate service model.

Financial Planning & Advisory Delivery

Develop and present personalized financial plans aligned with client goals and objectives.
Translate complex financial concepts into clear, actionable recommendations for clients.
Identify gaps in client financial strategies and recommend appropriate solutions.
Support clients with investment decisions and process trades in accordance with policies and procedures.
Ensure client plans remain current and reflective of evolving financial circumstances.

Asset Growth & Solution Delivery

Identify opportunities to consolidate external assets onto FSFM’s platform.
Cross-sell and refer clients to appropriate deposit, lending, mortgage, and insurance solutions.
Recognize and act on opportunities to deepen household relationships.
Contribute to revenue growth through effective execution of planning and solution delivery.

Operational Excellence, Compliance & Activity Management

Accurately process client transactions, service requests, and account updates in accordance with company policies.
Maintain detailed and organized client records within CRM systems to support efficient relationship management.
Demonstrate strong time management and organizational discipline in managing pipeline, follow-ups, and ongoing client needs.
Ensure consistent adherence to regulatory, compliance, and internal policy requirements.

Required Knowledge/Experience

• Bachelor’s degree in Finance, Business, or related field preferred
• 2–5 years of experience in financial services, banking, or wealth management preferred
• FINRA Series 7 and 66 licenses (or ability to obtain within 6 months)
• Life, Health, and Annuity license (or ability to obtain within 6 months)
• Strong knowledge of financial planning principles, investment products, and wealth management services
• Ability to identify client needs through structured conversational discovery and analysis
• Experience using CRM systems, client tracking tools, and financial planning software
• High attention to detail in transaction processing and documentation accuracy
• Clear and confident communication skills, with the ability to simplify complex financial concepts
• Strong organizational and time management skills with the ability to manage multiple client relationships independently
• Ability to travel occasionally within the First State footprint to support multiple locations and client needs