Core Responsibilities
· Serve as the Service Manager for a subset of the company's clients.
· Execute delivery of financial plans and case preparation for client meetings.
· Prepare the Relationship Manager for client meetings and opportunities.
· Serve as the focal point for coordinating workflow and service for clients and prospects.
· Serve as the Relationship Manager for a subset of the company's clients.
Qualifications
o Bachelor’s degree or related equivalent experience.
o 3-5 years in the wealth management or investment management industry.
o FINRA Series 7 & 63/65 (or obtained within 120 days)
o Life & Health License (or obtained within 120 days)
o CFP designation desirable
Key Characteristics
· Strong ability to cultivate, produce, and maintain relationships.
· Approachable, respectful, and inclusive communication.
· Ability to give and receive constructive feedback.
· Ability to maintain confidentiality.
· Excellent verbal and written communication skills.
· Superior verbal and written communication and interpersonal skills.
· Extremely proficient in Microsoft Office Suite or related software.
· Excellent organizational skills and attention to detail.
· Excellent analytical, decision-making, and problem-solving skills.
