Job Summary
A financial services and investment company is filling a position for a Remote 401K Relationship Manager.
Individual must be able to fulfill the following responsibilities:
- Focus on understanding and responding to clients.
- Build positive client relationships based on shared dedication to mutual goals.
- Design and conduct strategic planning and service review meetings
Must meet the following requirements for consideration:
- Require associate in this role to hold Series 7 & 63 licenses
- Strong organizational, time management
- Excellent presentation, influence, and negotiation skills
