Licensed Relationship Manager

Job Summary

The role is responsible for managing customer relationships and providing financial advice.

Responsibilities

• Manage client accounts and provide ongoing financial guidance
• Conduct financial assessments and develop personalized investment plans
• Attend to client inquiries and resolve issues promptly
• Stay updated on market trends and regulatory changes

Requirements

• Bachelor's degree in finance or related field
• 2+ years of relevant experience in financial services
• Strong analytical and communication skills

Qualifications

• Series 7 and Series 66 licenses preferred
• Experience with financial planning software

Skills

• Excellent interpersonal skills
• Ability to work independently and manage multiple tasks
• Proficiency in Microsoft Office Suite

Benefits

• Competitive salary
• Health insurance coverage
• 401(k) plan with company match
• Flexible work schedule

Pay

• $50,000 - $60,000 annually

Schedule

• Full-time position
• Monday through Friday, 9 AM to 5 PM