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