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Relationship Manager

Employer
Hermitage Wealth Management, Inc.
Location
Richmond, Virginia
Salary
Ranges from $40,000 to $80,000 + 8% 401(k) match
Closing date
Oct 23, 2024
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Job Role
Customer / Client Support Specialist
Employment Type
Temp to Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Hermitage Wealth Management, Inc., an established and growing firm, is seeking to add a Retirement Plan Relationship Manager.

As a leading financial planning and investment advisory firm with a specialization in corporate retirement plan consulting, this opportunity offers hands on training by a team of highly successful advisors.  Due to continued growth, Hermitage Wealth is seeking a candidate who has the capacity to flourish in a fast-paced environment.

The Retirement Plan Relationship Manager (RPRM) is a "frontstage" role, the purpose of which is to cultivate relationships with existing clients. The RPC must consistently deliver exceptional service, be attentive and responsive, and lead meetings that are both engaging and enriching.  Professionalism, energy, knowledge, and a detailed familiarity with the retirement plan clients are the linchpins of success. The ability to earn the trust and confidence to win the respect of clients is a must.

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