Relationship Manager
- Employer
- WEST COAST FINANCIAL JOBS
- Location
- Santa Barbara County, California
- Salary
- Compensation is competitive.
- Closing date
- Nov 4, 2021
View more
- Job Function
- Relationship Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
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.
Company
West Coast Financial Jobs is an Executive Search Firm specializing in the financial industry in California. Our professional commitment to the clients and candidates, coupled with our financial industry experience gives us an edge over other professional search firms. We truly search out and place candidates that are looking for a long term commitment.
- Telephone
- 5125020168
- Location
-
8820 Silverarrow Circle
Austin
TX
78759
US
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