Series 65 Licensed Client Success Manager

Job Summary

A company is looking for a Client Success Manager in the Emerging Investor Team.

Key Responsibilities

• Provide outstanding financial advice and guidance in the client's best interests
• Evaluate client situations, analyze their needs, and present compelling recommendations
• Build and nurture positive relationships with clients to improve their financial well-being

Required Qualifications

• 4+ years of experience in a direct client-facing role in fee-based wealth management or financial advisory
• Proven track record of forming relationships and achieving results
• Desire for a role with base salary and performance-based compensation
• Must possess an active Series 65 or obtain it within the first three months of employment
• A Clean U-4; CFP or CRPC certification is desired but not required