Relationship Specialist - Ria/bt

Capital Partners Mortgage LLC

Los Angeles, United States
Base: $99,484-$159,174; bonus/equity: individual a...
Establish and maintain relationships
Financial consultation on capital group’s products
Identify cross-selling and prospecting opportunities
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 from day one, 2-for-1 matching gifts

Skills & Requirements

Must-have

  • establish and maintain relationships
  • financial consultation on Capital Group’s products
  • identify cross-selling and prospecting opportunities
  • research in internal/external databases
  • design client retention plans
  • communicate education plans

Nice-to-have

  • bring your best, authentic self
  • fostering a strong sense of belonging
  • celebrate differences
  • strive to make every customer feel valued
  • honing existing skills and learning new ones

Key Requirements

  • SIE license required to apply
  • obtain Series 7 & 66 licenses after hire
  • developed and executed strategic business plans
  • accountable for managing relationships
  • delivered effective presentations
  • tech-savvy problem solver

Work Rights

Not specified

Tailored Resume

Cover Letter