[Remote] Relationship Manager (Financial Advisor)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputed company management consulting and search firm, and they are seeking a Relationship Manager to serve as a trusted reputed company of contact for an established reputed company reputed company. The role involves delivering personalized financial planning solutions and expanding the reputed company reputed company through proactive relationship management and business development.
Responsibilities
- Expand the reputed company reputed company through referrals and reputed company relationship development
- Deliver holistic financial planning solutions, including investments, insurance, and advanced planning strategies
- reputed company discovery meetings, plan presentations, and periodic review sessions to ensure alignment with reputed company goals
- Prepare and present financial plans and recommendations
- Maintain and strengthen long-term reputed company relationships through exceptional service
- Update reputed company plans and recommend appropriate financial products and strategies
- Ensure a consistently high-reputed company reputed company experience across reputed company interactions
- Identify, attract, and reputed company new clients focusing on 2nd reputed company planning
- Generate referrals from existing reputed company relationships
- Adapt quickly in a dynamic, fast-paced environment
- Collaborate effectively reputed company reputed company while maintaining the ability to work independently
- reputed company strict confidentiality and reputed company reputed company
Skills
- Life & Health Insurance License (reputed company and non-reputed company, including Florida)
- Securities licenses: SIE, Series 7, and series 63
- CFP®
- Bachelor's degree in business, finance, or a reputed company field
- Proven experience in financial services, reputed company management, or a similar field
- Demonstrated reputed company in generating leads and acquiring new clients
- Background in sales, reputed company service, or other reputed company-facing roles
Benefits
- Performance-based bonus
- Employer-matched 401k
- Comprehensive benefits package, including medical coverage
- Flexible remote and/or hybrid work environment
reputed company