This listing was posted on ApplicantPro.
New Opportunity - Remote Opportunity - Relationship Manager - West Coast/PST
Location:
Scottsdale, AZ
Description:
Overview We are a fast paced and growing organization that not only works hard, but we have fun as well. Our company culture is exciting and based on the "Golden Rule" in mind...go out of your way solve other people's problems. We have hearts of teachers to support our clients. We are looking for a candidate who is available to work West Coast/Pacific Time-zone hours. The RM role is critical to maintain and continue the relationship that the Investment Advisor has established. A technical understanding of the financial markets and retirement planning is a must, as well as, a strong bias toward client centric service where we distinguish ourselves from other firms. Responsibilities Virtual and by phone meetings with clients and continue to develop the relationship Introduce clients to the portfolio management team and concept. Work with Client Services to receive funding and keep client apprised Fund account, communicate with client, Establish "client portal" training Conduct reviews and periodic "check-in" calls with clients Introduce benefits of other team members as needed Uncover Estate Planning needs and schedule Estate Appointments with attorneys Retirement Planning as needed Tax Planning as needed Uncover new assets and coordinate inbound transfer of assets Other duties as required Qualifications Clean U4 Financial designation preferred; CFP, CFA, CIMA, CPA Securities licenses/Certification - Series 65 or 66 Arizona Life and Annuity License 3 years of financial investment advisor experience preferred 3 years of experience utilizing a CRM system; Salesforce preferred Proficient in Microsoft Office Strong interpersonal and analysis skills Excellent written and verbal communication skills Proactive Benefits Competitive Salary 401k with matching component United Healthcare PPO Medical employee coverage paid by Company Delta Dental and UHC Vision Life Insurance, Short-Term and Long-Term Disability options available and much more Generous holidays and PTO Come and join a team that is making a difference in their clients and employee's lives!
Company:
Trajan Wealth
Posted:
December 26 2023 on ApplicantPro
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ApplicantPro
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: New Opportunity - Remote Opportunity - Relationship Manager - West Coast/PST
New Opportunity - Remote Opportunity - Relationship Manager - West Coast/PST is a Sales Relationship Manager Job at Trajan Wealth located in Scottsdale AZ. Find other listings like New Opportunity - Remote Opportunity - Relationship Manager - West Coast/PST by searching Oodle for Sales Relationship Manager Jobs.
New Opportunity - Remote Opportunity - Relationship Manager - West Coast/PST is a Sales Relationship Manager Job at Trajan Wealth located in Scottsdale AZ. Find other listings like New Opportunity - Remote Opportunity - Relationship Manager - West Coast/PST by searching Oodle for Sales Relationship Manager Jobs.