Client relationship manager

Location
Park Ridge, Illinois
Salary
Negotiable based upon experience and track record. Base plus bonus and benefits.
Posted
May 03 2018
Ref
01
Industry
Insurance, Securities

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

Similar jobs

Similar jobs