BellevilleRecruiter Since 2001
the smart solution for Belleville jobs

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Threat Synthetic Environment Product Manager - Senior Level
Description: Threat Synthetic Environment Product Manager - Senior Level at BoeingSkip to main content Menu Search Jobs Search Jobs Career Areas Working Here Working Here Overview About Us Veterans Benefits Diversity (more...)
Company: Boeing
Location: Saint Louis
Posted on: 12/13/2019

Experienced Manager, Smart City and Infrastructure
Description: Overview:What do you get when you bring together the brightest minds and place them into an exciting, fast-paced environment that fosters intellectual growth and rewards based on impact, not tenure You (more...)
Company: Guidehouse
Location: Saint Louis
Posted on: 12/13/2019

Manager, Financial Planning & Analysis - Performance Management Milling/BLC
Description: Bunge www.bunge.com, NYSE: BG is a world leader in sourcing, processing and supplying oil seed and grain products and ingredients. Founded in 1818, Bunge's expansive network feeds and fuels a growing (more...)
Company: Bunge North America
Location: Chesterfield
Posted on: 12/13/2019


Assistant Director of Nursing ADON RN
Description: We Are Hiring RN Asst Dir-Nursing-LTC - Nursing Admin AL SNF 001 - Full-Time,Day - Lansdowne Place - St Louis,MOWhy Join Ascension Senior Living and Long-Term Care CommunitiesAs a subsidiary of Ascension, (more...)
Company: Ascension, D71
Location: Saint Louis
Posted on: 12/13/2019

AR Management Representative II
Description: Job Title br AR Management Representative II br br Requirements br br Job Responsibilities: br br Review and/or audit accounts to determine status and appropriate action required from (more...)
Company: NextGen Healthcare
Location: Saint Louis
Posted on: 12/13/2019

Travel Nurse RN - Case Management - $1,925 per week
Description: NurseFly Travel Nursing with TaleMed is seeking a case management travel nurse for a travel nursing job in St. Louis, Missouri: br br br ul br li Specialty: Case Management br li Discipline: (more...)
Company: NurseFly
Location: Saint Louis
Posted on: 12/13/2019

Executive VP of Business Development - Own a Franchise
Description: Executive VP of Business Development:
Company: Franchise Career Advisors
Location: Saint Louis
Posted on: 12/13/2019

Sr. Marketing Manager
Description: POSITION SUMMARY br br The Sr. Marketing Manager will be responsible for the development and execution of business-to-business strategic marketing plans, integrated campaigns, differentiated market (more...)
Company: Express Scripts
Location: Saint Louis
Posted on: 12/13/2019

Assistant Property Manager
Description: Job TitleAssistant Property Manager br Job Description SummaryThe Assistant Property Manager is responsible for assisting in all areas defined as a part of the Sr. Assistant Property Manager job description, (more...)
Company: Cushman & Wakefield, Inc.
Location: Saint Louis
Posted on: 12/13/2019

Shopper Marketing Manager
Description: Shopper Marketing Manager Job number: US11415 Position type Regular Function Commercial State/Province Missouri City St. Louis Region US Posting Date: Oct-24-2019 Division Information Spectrum Brands (more...)
Company: Spectrum Brands (UK)
Location: Saint Louis
Posted on: 12/13/2019

Log In or Create An Account

Get the latest Illinois jobs by following @recnetIL on Twitter!

Belleville RSS job feeds