FINRA Licensed Relationship Manager

Job Summary

A company is looking for a Relationship Manager, Advisory and Investment Consulting.

Key Responsibilities

• Build relationships with Financial Professionals (FPs) to support practice growth and investment-related revenue activities
• Increase new assets and advisory business within the assigned territory
• Facilitate the growth of fee-based financial planning engagements and the use of planning tools

Required Qualifications

• Bachelor's degree
• 2+ years of investment advisory experience
• FINRA Licenses Series 7 and 66 required
• Experience in managed accounts, mutual funds, and brokerage
• Financial planning experience