Relationship Manager

Menlo Park, California
Compensation is competitive.
05 Oct 2021
04 Nov 2021
Employment Type
Full Time

Investment boutique seeking financial planning and operations professional to add to their team. As a growing wealth management firm, our ideal candidate is a junior wealth management specialist who is willing to grow the practice while also taking on operations duties to help manage the business. Responsibilities:
· Become an active member of our team by providing client relationship support as a junior advisor,
· Knowledge of investment and financial concept to be able to discuss comfortably in front of clients,
· Responsible for generating, preparing and updating client meeting materials and proposals for the client; in collaboration with the partners,
· Collect, organize and manage client information by assigning and following up on necessary paperwork. Bachelor’s Degree, Certified Financial Planning certification or intent to attain within one year of employment.

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