Remote 401K Relationship Manager

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