Develop and implement relationship management plans
Identify and build relationships with decision-makers
Develop and adapt specialized financial products
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Chartwell Investment Partners is seeking a Financial Planning Consultant to develop and manage relationships with potential customer accounts. The role involves identifying client needs, tailoring financial products, and overseeing a customer service team, all while working remotely.
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Job Summary
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers.
Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.
Matching Summary
Match Score: 75
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Chartwell Investment Partners is seeking a Financial Planning Consultant to develop and manage relationships with potential customer accounts. The role involves identifying client needs, tailoring financial products, and overseeing a customer service team, all while working remotely.
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Salary
$35,568.00-$85,000.00
Skills & Requirements
Must-have
Develop and implement relationship management plans
Identify and build relationships with decision-makers
Develop and adapt specialized financial products
Analyze data trends for decision making
Meet high customer service standards
Nice-to-have
Develop own capabilities through training
Maintain understanding of industry best practices
Contribute to continuous evolution of the firm
Key Requirements
13 months to 3 years General Experience
s66 - Uniform Combined State Law Examination
s7 - General Securities Representative Examination