State Licensed Relationship Manager

Job Summary

A company is looking for a Relationship Manager, Advisory and Investment Consulting.

Key Responsibilities

• Build and support relationships with Financial Professionals (FPs) to drive practice growth
• Increase new assets and advisory business in the assigned territory
• Facilitate the growth of financial planning services and fee-based engagements

Required Qualifications

• Bachelor's degree
• 2+ years of investment advisory experience
• FINRA Licenses Series 7 and 66 required
• Experience with managed accounts, mutual funds, and brokerage
• Financial planning experience