This client-focused role involves managing and growing client relationships through expert service and advice, assessing individual investment needs to provide customized solutions
Job Summary
This client-focused role involves managing and growing client relationships through expert service and advice, assessing individual investment needs to provide customized solutions.
You will build client trust by educating them on investment strategies, risks, and performance expectations to help them achieve their financial goals, while developing and retaining long-term relationships.
The role offers potential for discretionary compensation and includes benefits such as health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
This client-focused role involves managing and growing client relationships through expert service and advice, assessing individual investment needs to provide customized solutions.
Salary
Base: $42,500.00 - $78,900.00; Bonus/Equity: Monthly discretionary bonus; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Client relationship management
Investment advice and sales
Financial goal achievement
Regulatory compliance adherence
Proactive sales and marketing
Nice-to-have
Creative problem-solving
Community involvement
Team collaboration
Exceptional client experience delivery
Key Requirements
Minimum 5 years relevant experience or certification