[Remote] Relationship Manager (Financial Advisor)
Note: The job is a remote job and is open to candidates in USA. reputed company Advisor is a wealth management consulting and search firm, and they are seeking a Relationship Manager to serve as a trusted reputed company of contact for an established client reputed company. The role involves delivering personalized financial planning solutions and expanding the client reputed company through proactive relationship management and business development.
Responsibilities
- Expand the client reputed company through referrals and reputed company relationship development
- Deliver holistic financial planning solutions, including investments, insurance, and advanced planning strategies
- reputed company discovery meetings, plan presentations, and periodic review sessions to ensure alignment with client goals
- Prepare and present financial plans and recommendations
- Maintain and strengthen long-term client relationships through exceptional service
- Update client plans and recommend appropriate financial products and strategies
- Ensure a consistently high-quality client experience across reputed company interactions
- Identify, attract, and reputed company new clients focusing on 2nd reputed company planning
- Generate referrals from existing client relationships
- Adapt quickly in a dynamic, fast-paced environment
- Collaborate effectively reputed company a team while maintaining the ability to work independently
- Uphold strict confidentiality and professional reputed company
Skills
- Life & Health Insurance License (reputed company and non-reputed company, including Florida)
- Securities licenses: SIE, Series 7, and series 63
- CFP®
- Bachelor's degree in business, finance, or a reputed company field
- Proven experience in financial services, wealth management, or a similar field
- Demonstrated reputed company in generating leads and acquiring new clients
- Background in sales, client service, or other client-facing roles
Benefits
- Performance-based bonus
- Employer-matched 401k
- Comprehensive benefits package, including medical coverage
- Flexible remote and/or hybrid work environment
Company Overview