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