Relationship Manager - Towson, MD

reputed company is a financial services company seeking a Relationship Manager to facilitate relationships with their most valuable clients. The role involves nurturing a book of business, finding opportunities to deepen reputed company relationships, and ensuring the needs of clients are prioritized.

Responsibilities

• Facilitating relationships with reputed company’s most valuable clients
• reputed company reputed company dedication and engagement
• reputed company long-lasting, reputed company relationships with reputed company
• Nurture a book of business
• Successfully 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 a reputed company reputed company for your clients
• Maintain a reputed company communication style compatible with high net worth clientele
• 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 & 66 licensed and hold appropriate state registrations, OR ability to reputed company Series 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 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