Title: Relationship Manager (Wealth) Contract type: Permanent Salary/Revenue Share: Dependent on book size Location: California, US
FINCO Search is working with a fee-only, independent Registered Investment Advisor and wealth management firm headquartered in Californial. To date they have built a practice that today manages over $1 billion in AUM. They are looking for a Relationship Manager (Wealth Advisor) to build meaningful client relationships providing an exceptional standard in fiduciary services as part of a hard-working, highly collaborative team.
Duties & Responsibilities
At all times, promote the firm's fiduciary value proposition
Serve as relationship management point of contact with clients
Understand clients' personal financial situations and devise sound financial plans to address their goals and challenges
Provide advice on investment management / cash flows / retirement planning strategies, etc.
Proactively communicate with clients on plan implementation
Assist in updating and maintaining financial plans
Encourage opportune client referrals
Bachelor's degree, preferably in finance, accounting or financial planning
Professional experience with solid client relationship track record
Certified Financial Planner (CFP®) certification or engaged in a program to obtain the certification
Graduate degree or additional professional designations are a bonus (ChFC, CFA, CPA, MBA)
Self-starter with ability to prioritize tasks; demonstrate initiative within a congenial, team-oriented environment; and generate new business
For more information on this opportunity or to enquire as to other mandates then please contact Dan Day: