Job Summary
A financial services company is searching for a person to fill their position for a Client Management Representative - Greater Miami, FL Area.
Must be able to:
- Foster relationships with clients and educating them regarding asset allocation
- Conduct annual reviews of client’s profiles to ensure suitable portfolio allocations
- Identify the most appropriate investment strategy and investment opportunities
Qualifications for this position include:
- Series 7
- Minimum of 3 years of previous financial services experience
- Broad based knowledge and understanding of general financial planning concepts
- Customer service, relationship management, and sales skills
- Ability to effectively influence others
- Strong verbal and written communication skills
