Financial Planner

Quality Staffing Services
Salisbury, MD
Oct 19, 2021
Oct 21, 2021
Accountant, IT
Full Time
Nationally Top Ranked Financial Advisory Firm Seeking for a Relationship Manager. The Senior Relationship Manager's primary role is to assist the lead financial advisors on client financial matters. Job Requirements: Description: Assist lead advisors in developing cash-flow and planning and forecasting reports as needed Create and manage client annual review process Assist with investment research and individual client recommendations. Work towards enhancing a company department and their sales and business development skills Must be a team member and meet job duties and requirements of the position by assisting other departments with different job duties as the need arises to ensure the team effort is executed successfully Develop cash-flow and tax reporting for client long-term planning recommendations Facilitate annual client review process and develop annual review documents Assist with investment research and develop client recommendations when appropriate Call on prospective clients to gather information and set up meetings for the Financial Advisors Assist in setting up and organizing client events Help to maintain relationships database and keep it up to date Assist in lead tracking and data entry Weekly consistent outreach to generate new business channels and opportunities Manage and develop creative methods of outreach with a budget Work towards provided upward career path to becoming a Service Advisor up to Financial Advisor. Requirements: Finance / Accounting Degree/Related Education AND 4 Yrs. of Experience (eg, Financial Advice, Finance, Banking, Tax Preparation, etc.) Licensing: Series 7, 63,65 or 66 and SIE required Attainment/Pursuing CFP or higher credentials preferred Proficient in, Excel, Spreadsheet Proficient in Client-Relationship Management Software (CRM). Experience with Financial Planning Software (Naviplan, MoneyGuide Pro or similar) a plus Experience with Trading, rebalance or investment management software a plus Experience with Design Programs (Adobe Photoshop or similar software) a plus. Great Organizational Skills and Attention to Detail