We are a top LPL Financial firm seeking a driven and detail-oriented Relationship Manager to join our team. As you get acclimated in this role, your initial focus will be on executing daily portfolio trading tasks and supporting our seasoned financial advisors in preparing comprehensive financial plans. As you demonstrate proficiency and an unwavering commitment to our core values—especially integrity—you will progressively engage more in direct client interactions, ultimately meeting clients on your own.

Qualifications:

Strong communication and interpersonal abilities, with a natural aptitude for building trust and rapport.
Bachelor’s degree in Finance, Business Administration, Economics, or a related field
Basic understanding of financial products and a keenness to learn more within a dynamic environment.
Securities and Insurance Licenses, or at least intent to obtain

Responsibilities:

Management and execution of daily portfolio trading tasks for the firm
Preparation and maintenance of financial plans
Direct client contact- answer questions about accounts, etc.
Handle high-level projects for clients/advisors
Assist with client events as needed

On-Site | Full time | 100-150,000

Jobs in Temecula

Client Relationship Manager