Job Summary

A full-service financial management firm is seeking a Remote Senior Financial Client Success Manager.

Candidates will be responsible for the following:

• Conveying company’s planning pillars and why we, as a firm, believe that human advisors are the key to true, quality, actionable guidance
• Acting as a first step in helping potential clients achieve their goals
• Assisting in translating your experience with potential clients to Lead Planners for a smooth transition to the planning process

Qualifications Include:

• 3+ years of financial sales experience
• Demonstrate love for helping people reach their financial goals and passion about providing an amazing client experience
• Sales experience and ability to thrive on bringing new clients on board
• Ability to work directly with clients via videoconference, phone and email
• Ability to professionally and objectively help potential clients understand how custom financial planning can enhance their quality of life