Relationship Specialist - Ria/bt

Capital Partners Mortgage LLC

Los Angeles, United States
Base: $99,484-$159,174; bonus/equity: individual a...
On-site
Develop strategic business plans
Manage relationships for growth
Deliver effective presentations
As one of our RIA Relationship Specialists, you'll establish and maintain relationships with Registered Investment Advisors (RIAs) to provide financial consultation on Capital Group’s products

Job Summary

  • As one of our RIA Relationship Specialists, you'll establish and maintain relationships with Registered Investment Advisors (RIAs) to provide financial consultation on Capital Group’s products.
  • You’ll partner with Relationship Managers to advise on practice management and investment services to help financial advisors and intermediaries develop highly effective solutions and portfolios for their clients.
  • You’ll identify cross-selling and prospecting opportunities through research in internal/external databases and company websites.

Matching Summary

As one of our RIA Relationship Specialists, you'll establish and maintain relationships with Registered Investment Advisors (RIAs) to provide financial consultation on Capital Group’s products.

Salary

Base: $99,484-$159,174; Bonus/Equity: individual annual performance bonus, Capital's annual profitability bonus; Benefits: company-funded retirement contribution (15% of eligible earnings), generous time-away and health benefits, 2-for-1 matching gifts, annual grants

Skills & Requirements

Must-have

  • Develop strategic business plans
  • Manage relationships for growth
  • Deliver effective presentations
  • Research and resolve customer questions
  • Make customers feel valued

Nice-to-have

  • Fostering a strong sense of belonging
  • Celebrating diverse perspectives
  • Motivating and rewarding performance
  • Encouraging charitable contributions

Key Requirements

  • SIE license required
  • Series 7 & 66 licenses preferred
  • Experience executing business plans
  • Experience managing relationships
  • Tech-savvy problem solver

Work Rights

Not specified

Tailored Resume

Cover Letter