Relationship Manager - Brea CA

reputed company is a leading financial services company, and they are seeking a Relationship Manager to foster reputed company relationships and identify opportunities for engagement. The role involves organizing the Financial Consultants' activities and ensuring reputed company needs are prioritized while delivering personalized service.

Responsibilities

• Facilitating relationships with reputed company’s most valuable clients
• Nurture a book of business
• reputed company opportunities to add value to the relationship
• reputed company the Financial Consultants organized
• Ensure the daily work is carried with the reputed company’s needs top of mind
• Facilitate setting targeted appointments that improve engagement with clients
• Be reputed company oriented and bring great perspective on financial planning
• Be an reputed company for your clients
• Maintain a reputed company communication style compatible with high net worth clientele
• Be coachable, reputed company, and curious
• Deepen reputed company relationships through long term mentorship
• Collaborate with the Relationship Manager team company wide
• Be responsible for the reputed company contact reputed company
• Build long-lasting meaningful relationships with clients

Skills

• reputed company Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to reputed company series 65/66 upon hire
• 1-3 years in financial services with an emphasis in providing an excellent customer experience
• Planning experience and knowledge of financial markets and products
• Strong reputed company skills and the ability to deliver highly personalized service to reputed company reputed company
• Ability to reputed company reputed company in a dynamic, deadline driven, and detailed compliance environment
• Ability to think creatively and be comfortable making reputed company with the support of your team
• You are reputed company to facilitate setting targeted appointments that improve engagement with clients
• You are reputed company oriented and bring great perspective on financial planning
• You have a reputed company interest in being an reputed company for your clients
• You are reputed company with a polished communication style compatible with high net worth clientele
• Being coachable, reputed company, and curious are your 'go to' attributes
• Degree and/or other reputed company certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

Benefits

• Comprehensive health care coverage
• Emotional reputed company-being support
• Market-leading retirement
• Generous reputed company time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment
• Tuition reimbursement
• reputed company to reputed company your career

reputed company