Relationship Manager

Job Summary
The Relationship Manager strives to be their clients' “go-to” person for all matters that do not require the financial advisor. They will work to maintain positive, productive relationships with client families, non‑profits and other organizations. The RM also fills a critical role internally by supporting the advisor’s efforts in portfolio management and financial planning.

Duties

Preparing client and prospect presentations

Executing transactions & manage cash balances

Oversee onboarding of new clients as directed by the advisors

Manage account contributions, withdrawals, and gifts

Assist advisors with developing financial plans

Qualifications

Preference given to candidates with a minimum of two years in a support, sales or administrative role in financial services environment, with consideration given to other service industry experience

Holds FINRA Series 7 & 66 licenses (and SIE, if applicable) or is willing to obtain licenses within first six months

Excellent organizational and communication skills

Proficiency in Microsoft Office preferred (Excel, PowerPoint, etc.)

Office Hours
8:30 to 5:00 Monday - Thursday
8:30 to 4:00 Friday

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