State Licensed Client Relationship Manager
Virtual Vocations Inc, New York, NY, United States
A company is looking for a Client Relationship Manager III.
Key Responsibilities
Provide professional financial advice and manage client relationships through a needs-based approach Assist clients nearing retirement with complex financial situations and planning analysis Educate customers on financial solutions and proactively manage ongoing relationships
Required Qualifications
Bachelor's degree in a business field or equivalent professional experience Ten years of financial advisor experience, including comprehensive retirement/financial planning Expert level knowledge of financial products FINRA Series 6 or 7, 63 and 65 or 66; Life, LTC, and Annuity licenses Ability to articulate complex financial topics in layman's terms
Provide professional financial advice and manage client relationships through a needs-based approach Assist clients nearing retirement with complex financial situations and planning analysis Educate customers on financial solutions and proactively manage ongoing relationships
Required Qualifications
Bachelor's degree in a business field or equivalent professional experience Ten years of financial advisor experience, including comprehensive retirement/financial planning Expert level knowledge of financial products FINRA Series 6 or 7, 63 and 65 or 66; Life, LTC, and Annuity licenses Ability to articulate complex financial topics in layman's terms