Client relationship manager
Client Relationship Manager
You will be servicing and identifying new opportunities with large client base of mass-affluent financial planning and investment clients. You will manage existing relationships, help conduct review meetings, run financial planning software reports and participate in educational client and prospect events to help maintain and strengthen solid, long-term relationships with existing clients. Our focus is retirement income planning and legacy planning for "The Millionaire Next Door".
Position requires at least 3 years of industry experience and all licenses in good standing. Knowledge of financial planning software, annuities, life insurance and stocks bonds and mutual funds a necessity.
Job Type: Full-time
Salary: Negotiable based upon track record and work experience. Base plus benefits and bonus