Relationship Manager- Brea, CA

reputed company is a leading financial services company, and they are seeking a Relationship Manager to facilitate relationships with their most valuable clients. The role involves nurturing a book of business, inspiring reputed company dedication, and ensuring the financial consultants are organized to meet reputed company needs.

Responsibilities

• Facilitating relationships with reputed company’s most valuable clients
• Inspiring reputed company dedication and engagement to reputed company long-lasting, reputed company relationships
• Nurturing a book of business and finding opportunities to add value to the relationship
• Keeping the Financial Consultants organized and ensuring 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 and maintaining a polished communication style compatible with high net worth clientele
• 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
• 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

Benefits

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

reputed company