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Remote Client Relationship Manager – total comp = $100-$140K commensurate with experience

Employer
Willis Consulting, Inc.
Location
Remote or Scottsdale, Arizona
Salary
Aggressive base salary + bonus = total comp of $100k-$150k commensurate with experience
Closing date
Mar 28, 2023

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Job Details

This opportunity is with a rapidly growing RIA firm who is looking for a Client Relationship Manager.  This is strictly a service position helping existing clients stay on track with their long term financial goals.  No sales, no cold calls.  Clients will be provided and you will educate, inform, and hold quarterly meetings with these existing clients of the firm.  You will be a W2 employee who works remotely.  There is an aggressive compensation structure consisting of a high salary + bonus along with great benefits for this position.

Qualifications

  • Clean U4
  • Series 66 or Series 65
  • CFP or CFA, CIMA,CPA is highly preferred
  • Life and Annuity License in Arizona
  • 3 years of financial investment advisor experience is preferred Experience utilizing a CRM system, Salesforce preferred

Responsibilities

  • Virtual and by phone meetings with existing clients to continue to develop the relationship
  • Introduce clients to the portfolio management team
  • Help clients with funding their account and establish "client portal" training
  • Uncover Estate Planning needs and schedule Estate Appointments with attorneys
  • Retirement and Tax planning as needed

Benefits

  • 401k with matching component
  • United Healthcare PPO Medical employee coverage paid by the firm
  • United Healthcare PPO Dental, Vision, & Short Term and Life Insurance voluntary options available
  • Generous holidays and personal time off

Company

Willis Consulting, Inc. is an independent recruiting firm who represents many opportunities. We take a consultative approach by recommending the best fit for the advisor and their clients; we guarantee professionalism, efficiency, and discretion throughout the process. Please contact William Hill if you have any questions.

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