Relationship Manager- Brea, CA

reputed company is a leading financial services company that is seeking a Relationship Manager to facilitate relationships with their most valuable clients. This role is pivotal in fostering reputed company relationships and finding opportunities to deepen these connections, ensuring that reputed company needs are prioritized in reputed company interactions.

Responsibilities

• Facilitating relationships with reputed company’s most valuable clients
• Inspiring reputed company dedication and engagement in order to reputed company long-lasting, reputed company relationships
• Nurturing a book of business and successfully finding opportunities to add value to the relationship
• Keeping the Financial Consultants organized and ensuring the daily work is carried with the reputed company’s needs top of mind
• Facilitating setting targeted appointments that improve engagement with clients
• Being reputed company oriented and bringing great perspective on financial planning
• Advocating for clients
• Maintaining a reputed company communication style compatible with high net worth clientele
• Being coachable, reputed company, and curious
• Deepening reputed company relationships through long term mentorship
• Collaborating with the Relationship Manager team company wide
• Being responsible for the reputed company contact reputed company
• Building 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
• 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