Client Relationship Manager

Willenborg Wealth Management

Remote
Base: $32,240.00-$70,000.00; bonus/equity: not spe...
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Manage and deepen client relationships
Collaborate with investment team
Evaluate investment opportunities
** Willenborg Wealth Management is seeking a self-motivated Client Relationship Manager with a strong focus on client relationships and investment strategies. The ideal candidate should possess relevant experience, effective communication skills, and a willingness to grow within a remote work environment. **

Job Summary

  • Manage and deepen client relationships with effective communication and personalized attention in every interaction.
  • Collaborate with investment team to develop models and strategies aligned with client objectives.
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking a self-motivated Client Relationship Manager with a strong focus on client relationships and investment strategies. The ideal candidate should possess relevant experience, effective communication skills, and a willingness to grow within a remote work environment. **

Salary

Base: $32,240.00-$70,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Manage and deepen client relationships
  • Collaborate with investment team
  • Evaluate investment opportunities
  • Prepare financial reports
  • Utilize Client Relationship Management (CRM) software
  • Microsoft Office Suite proficiency

Nice-to-have

  • Strong desire for growth and development
  • Team player
  • Confident and self-motivated
  • Calm and professional manner under stress

Key Requirements

  • Bachelor's Degree preferred
  • 3 years of relevant working experience
  • SIE required
  • Series 7 and Series 66 or ability to obtain
  • Life, Health and Variable Annuity or ability to obtain

Work Rights

Not specified

Tailored Resume

Cover Letter