Remote Financial Central Relationship Manager in Richmond

Location: Virginia

Compensation: To Be Discussed

Staff Reviewed: Thu, Feb 11, 2021

This job expires in: 14 days

Job Category: Account Management

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company is filling a position for a Remote Financial Central Relationship Manager in Richmond.

Must be able to:

  • Engage current and potential clients via phone and written correspondence
  • Build the path to an enhanced client experience and drive asset development
  • Execute sales interactions that advance sales cycle

Qualifications for this position include:

  • 1-3 years’ experience in financial services
  • Comfortable working independently, within the infrastructure of a large organization
  • FINRA Series 7 required
  • FINRA Series 63 and 65 or Series 66 licensed OR ability to acquire upon hire
  • Excellent communication and interpersonal skills with clients, peers, and business partners
  • Comfortable making outbound telephone calls

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