Relationship Manager

Santa Barbara County, California
Compensation is competitive.
05 Oct 2021
04 Nov 2021
Employment Type
Full Time

We are currently seeking a candidate who has strong relationship management skills, the ability to meet with client and present performance and planning reports. Primary responsibilities include: building long-term relationships, acting as a liaison between clients’ and the firm, presenting Financial Plans in quarterly client meetings, researching and responding to portfolio administration and financial planning issues. Educate and inform clients about the firm’s services. Work with internal departments, to ensure client expectations are met.

Bachelor’s Degree required, Minimum of 3 years of relevant experience required, CFP required. Experience with Schwab is preferred.

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