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Relationship Manager- CFP or 65 with 10+ yrs exp

Company: Archford Capital Strategies
Location: Belleville
Posted on: November 30, 2019

Job Description:

The Relationship Manager role will be responsible for primary management of the client relationship, formulating and implementing advice. Working closely with Client Service Associate and other team members to deliver excellent client service. Expected to convert prospective clients generated for you along with developing new client relationships. Qualifications:

  • Minimum of 10+ years of financial or tax advisory experience
  • Undergraduate degree
  • Certified Financial Planner or Series 65 or pass Series 65 within the first 45 days
  • Strong client service and team mentality
  • Motivated by helping clients, team members, and the community
  • Be willing to continuously learn and help others to grow
  • Must be able to put our client's interest ahead of your own
  • Experience with individual and business clients
  • Excellent verbal, written and interpersonal communication skills
  • Ability to communicate with all professionals- CPAs, attorneys, and charities our clients work with
  • Aptitude to understand client concerns, questions, and problems then identify appropriate solutions Applicants who do not submit a professional resume will not be considered for this employment opportunity. Desired Qualifications: Knowledge of Pershing/NetX360, TD Ameritrade/VEO, BlackDiamond, Salesforce/CRM system, Microsoft Office 365, and Microsoft Outlook preferred. Benefits Archford Capital Strategies offers a competitive benefit package which includes H.S.A. Medical, Dental, Vision, ST/LTD/Life Insurance, PTO, education and charitable match, and 401(k) participation. Salary plus bonus plan is commensurate on experience and net revenue managed. EQUAL EMPLOYMENT OPPORTUNITY Archford Capital Strategies is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Keywords: Archford Capital Strategies, Belleville , Relationship Manager- CFP or 65 with 10+ yrs exp, Executive , Belleville, Illinois

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