Job Summary
An investment services company is seeking a Telecommute Financial Central Relationship Manager in Baltimore.
Core Responsibilities Include:
- Engaging current and potential clients via phone and written correspondence
- Building the path to an enhanced client experience and driving asset development
- Executing sales interactions that advance the sales cycle
Applicants must meet the following qualifications:
- 1-3 years’ experience in financial services
- FINRA Series 7
- FINRA Series 63 and 65 or Series 66 licensed OR ability to acquire upon hire
- Comfortable working independently, within the infrastructure of a large organization
- Excels in paperless work environment by using technology and comfort learning new tools
- Broad understanding of investment options for the high-net-worth client