Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding a Relationship Manager to support the firm.
Responsibilities
- Focus on complete client care and delivering on promises made with existing clients
- Directly responsible for client satisfaction with firm and retention of client accounts
- Manage formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client
- Increase assets under management from assigned client base
- Develop new revenue opportunities to service existing clients more effectively
- Develop and deepen relationships with existing client and their next generation
- Maintain familiarity with the industry and economic trends and apply knowledge to client service and relationships
Qualifications
- 3+ years of experience in Financial Services
- Understand and articulate Financial Planning
- Ability to advise clients on all aspects of their balance sheet
- Working understanding of tax thresholds, types of taxation for different instruments and accounts, and the levers for increasing or reducing taxes
- A comprehensive understanding of financial markets and a relentless drive to learn more
- Series 7, Series 66/63 and State Life & Health or similar. Unlicensed candidates will be considered but required to obtain the requisite licenses within 120 days of employment
- Excellent communication and relationship management skills
Compensation
- $85,000 base salary with strong incentives and great benefits.
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
