Job Number: 15369

Salary: Up to $130K DOE

Industry: Finance

What Matters Most:

  • 5-7 years of related experience
  • Series 65, 66, or CFP
  • Bachelor’s degree
  • Insurance certificate preferred
  • Proficient in Microsoft Office, Orion, Salesforce, Schwab, and eMoney

Your New Role:
Do you have an outstanding aptitude for numbers and building relationships? Do you know the market like the back of your hand? Do you have a habit of putting others at ease in uncertain times? This could be an excellent opportunity for you!

As a Relationship Manager at this intimate but powerful firm, you will handle day-to-day interactions with the firm’s top-tier clientele, along with 25-40 additional accounts. These interactions are via phone, email, or in-person meetings. You’ll anticipate client needs, identify opportunities, maintain financial planning data, and follow-up to provide excellent client service.

On a typical day, you’ll review cash balances, buy and sell as directed by advisors and clients’ investment policy statements, and manage cash in client portfolios to cover fees, capital calls, regularly scheduled withdrawals, and periodic deposit inflows.

The ideal candidate is a tenured financial professional who is interested in growth potential and a long-term work home.

This is an in-office position.

Your New Organization:
This comprehensive financial management firm is small but mighty. They have been awarded for their fast growth, entrepreneurial spirit, and human focused environment.

Benefits include medical and life insurance, health flex spending account, short- and long-term disability, 401(k) plan, a cell phone allowance, and client referral bonuses.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

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