InVestra
Client Relationship Manager | Securities License Required
InVestra, Jacksonville, Florida, United States, 32290
Client Relationship Manager | Securities License Required
4 days ago Be among the first 25 applicants
Securities Licensed Client Relationship Manager
Jacksonville, Florida | Headquarters Office
Have you found your calling in wealth management but haven’t discovered the right firm to grow your career? Join InVestra and feel at home while helping clients achieve theirp>
If you’re seeking an environment that fosters collaboration, innovation, and professional growth, InVestra might be the perfect fit. As a Christian company, we are committed to upholding values that guide our work and relationships, creating a culture that supports both personal and professional development.
What You Can Expect at InVestra At InVestra, work is more than a job—it’s a mission. We cultivate a supportive, uplifting environment rooted in Christian values, where team members are empowered to thrive and make meaningful contributions to our clients’ lives. You will be part of a collaborative team that values integrity, compassion, and excellence, helping clients achieve financial security while growing your professional expertise.
We encourage a culture of continuous learning, where team members give and receive feedback constructively, supporting each other’s growth and enhancing overall team performance.
Role Overview We are seeking a Securities Licensed Client Relationship Manager to join our Jacksonville Headquarters Office. This role will support our lead advisors by
Managing client relationships behind the scenes
Preparing meeting materials and folders
Tracking next steps in the sales and service pipeline
Ensuring a seamless client experience
The ideal candidate will be highly organized, proactive, and licensed to handle securities transactions, providing direct support to the advisory team and clients without attending meetings.
Key Responsibilities
Prepare all client meeting deliverables, including reports, presentation folders, and supporting documents.
Take detailed notes from meetings and update client records and workflows accordingly.
Track next steps in the sales and service pipeline, ensuring timely follow-up on tasks and action items.
Facilitate account openings, transfers, and maintenance for new and existing clients.
Assist advisors in preparing investment recommendations, reports, and client communications.
Troubleshoot client issues, answer inquiries, and coordinate with operations or technology teams as needed.
Maintain compliance with regulatory requirements and firm policies.
Support client engagement initiatives, including mailings, emails, and phone outreach.
Give and receive constructive feedback positively to improve processes, performance, and client outcomes.
Desired Skills & Experience
Bachelor’s Degree in Finance, Business, or related field, or equivalent experience.
Active Series 7 and Series 63 licenses (or equivalent securities licenses) required; insurance licenses preferred.
2-5 years of experience in financial services or client-facing roles.
Strong understanding of the securities industry, financial planning concepts, investment products, and insurance products.
Excellent communication, interpersonal, and problem-solving skills.
Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM platforms; experience with financial planning software (e.g., eMoney, Riskalyze) preferred.
Detail-oriented, highly organized, and capable of managing multiple priorities simultaneously.
Ability to work independently while collaborating effectively within a team.
Committed to upholding confidentiality and discretion with client information.
Comfortable giving and receiving feedback constructively to support team and client success.
Collaborate closely with a team of professionals in a faith-based, supportive environment.
Career-focused W2 position; this role does not involve building a personal book of business.
Benefits
Competitive base salary with quarterly performance bonuses.
ensing and retention bonuses.
Profit‑sharing and retirement plan with 3% company contribution.
Access to group health, dental, vision, life and disability insurance.
Paid time off and parental leave.
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Securities Licensed Client Relationship Manager
Jacksonville, Florida | Headquarters Office
Have you found your calling in wealth management but haven’t discovered the right firm to grow your career? Join InVestra and feel at home while helping clients achieve theirp>
If you’re seeking an environment that fosters collaboration, innovation, and professional growth, InVestra might be the perfect fit. As a Christian company, we are committed to upholding values that guide our work and relationships, creating a culture that supports both personal and professional development.
What You Can Expect at InVestra At InVestra, work is more than a job—it’s a mission. We cultivate a supportive, uplifting environment rooted in Christian values, where team members are empowered to thrive and make meaningful contributions to our clients’ lives. You will be part of a collaborative team that values integrity, compassion, and excellence, helping clients achieve financial security while growing your professional expertise.
We encourage a culture of continuous learning, where team members give and receive feedback constructively, supporting each other’s growth and enhancing overall team performance.
Role Overview We are seeking a Securities Licensed Client Relationship Manager to join our Jacksonville Headquarters Office. This role will support our lead advisors by
Managing client relationships behind the scenes
Preparing meeting materials and folders
Tracking next steps in the sales and service pipeline
Ensuring a seamless client experience
The ideal candidate will be highly organized, proactive, and licensed to handle securities transactions, providing direct support to the advisory team and clients without attending meetings.
Key Responsibilities
Prepare all client meeting deliverables, including reports, presentation folders, and supporting documents.
Take detailed notes from meetings and update client records and workflows accordingly.
Track next steps in the sales and service pipeline, ensuring timely follow-up on tasks and action items.
Facilitate account openings, transfers, and maintenance for new and existing clients.
Assist advisors in preparing investment recommendations, reports, and client communications.
Troubleshoot client issues, answer inquiries, and coordinate with operations or technology teams as needed.
Maintain compliance with regulatory requirements and firm policies.
Support client engagement initiatives, including mailings, emails, and phone outreach.
Give and receive constructive feedback positively to improve processes, performance, and client outcomes.
Desired Skills & Experience
Bachelor’s Degree in Finance, Business, or related field, or equivalent experience.
Active Series 7 and Series 63 licenses (or equivalent securities licenses) required; insurance licenses preferred.
2-5 years of experience in financial services or client-facing roles.
Strong understanding of the securities industry, financial planning concepts, investment products, and insurance products.
Excellent communication, interpersonal, and problem-solving skills.
Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM platforms; experience with financial planning software (e.g., eMoney, Riskalyze) preferred.
Detail-oriented, highly organized, and capable of managing multiple priorities simultaneously.
Ability to work independently while collaborating effectively within a team.
Committed to upholding confidentiality and discretion with client information.
Comfortable giving and receiving feedback constructively to support team and client success.
Collaborate closely with a team of professionals in a faith-based, supportive environment.
Career-focused W2 position; this role does not involve building a personal book of business.
Benefits
Competitive base salary with quarterly performance bonuses.
ensing and retention bonuses.
Profit‑sharing and retirement plan with 3% company contribution.
Access to group health, dental, vision, life and disability insurance.
Paid time off and parental leave.
#J-18808-Ljbffr