What are the responsibilities and job description for the Relationship Manager position at Golden Pond Wealth Management?
Job Summary
The Relationship Manager strives to be their clients' “go-to” person for all matters that do not require the financial advisor. They will work to maintain positive, productive relationships with client families, non-profits and other organizations. The RM also fills a critical role internally by supporting the advisor’s efforts in portfolio management and financial planning.
Duties
- Address clients’ administrative questions & concerns
- Preparing client and prospect presentations
- Executing transactions & manage cash balances
- Oversee onboarding of new clients as directed by the advisors
- Manage account contributions, withdrawals, and gifts
- Assist advisors with developing financial plans
Qualifications
- Preference given to candidates with a minimum of two years in a support, sales or administrative role in financial services environment, with consideration given to other service industry experience
- Holds FINRA Series 7 & 66 licenses (and SIE, if applicable) or is willing to obtain licenses within first six months
- Excellent organizational and communication skills
- Proficiency in Microsoft Office preferred (Excel, PowerPoint, etc.)
- Bachelor’s degree required
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) 4% Match
- Dental insurance
- Health insurance
- Paid time off
- Volunteer time off
Work Location: In person
Salary : $60,000 - $70,000