State Licensed Client Relationship Manager
Job Summary
A company is looking for a Client Relationship Manager III.
Key Responsibilities
- Provide professional financial advice and manage client relationships through a needs-based approach
- Assist clients nearing retirement with complex financial situations and planning analysis
- Educate customers on financial solutions and proactively manage ongoing relationships
Required Qualifications
- Bachelor's degree in a business field or equivalent professional experience
- Ten years of financial advisor experience, including comprehensive retirement/financial planning
- Expert level knowledge of financial products
- FINRA Series 6 or 7, 63 and 65 or 66; Life, LTC, and Annuity licenses
- Ability to articulate complex financial topics in layman's terms
Complete Job Description
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