Client Relationship Manager/Licensed Financial Services Assistan
Location: Salt Lake City, UT
This career is ideal for someone who naturally builds strong customer relationships and has already proven they can manage their own time and responsibilities without the need of micromanagement. Will train someone who already has a basic knowledge of investments and financial planning and some experience involving maintaining client relationships
Will be working alongside an advisor and your skills and compensation will develop and grow as the book of clients that you know and support grows. Should you want to increase your compensation even faster, there is opportunity to support more than one advisor. Being part of a small team, you will learn how to trade investments, create financial plans and process cash requests. In addition, you will be helping clients resolve any questions they may have. Attention to detail is extremely important. Professionalism and exceptional communication skills required.
Position does NOT include sales.
Fidelity, Black Diamond and Money Guide Pro are reliable investment platforms we depend on and you will be trained how to use their tools.
Within two years from date of hire, you will be qualified to manage clients without supervision, which significantly increases compensation. Profit sharing estimate: 10k-$20k.
Fulltime position with benefits. We offer a company 401k program with a 6% match and health care benefits. In short, we provide high compensation, flexible schedule, retirement plan and health care benefits.
Convenient location: I-80/Foothill Blvd/I-215 intersection, Salt Lake City, UT
Series 65 license is required. BS degree required.
NOTE: Company adheres to a fee-only financial planning model, which prohibits its advisors from partaking in commissions or revenue sharing. As a result, company puts the client first.