Client Relationship Manager
La Pointe Wealth Advisors
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Job summary
Qualifications
- Strong communication and interpersonal abilities.
- Basic understanding of financial products.
- Securities and Insurance Licenses or intent to obtain.
Responsibilities
- Management and execution of daily portfolio trading tasks.
- Preparation and maintenance of financial plans.
- Assist with client events as needed.
Skills
Education
Job description
2 days ago Be among the first 25 applicants
This range is provided by La Pointe Wealth Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
$100,000.00/yr - $150,000.00/yr
Direct message the job poster from La Pointe Wealth Advisors
We are a top LPL Financial firm seeking a driven and detail-oriented Relationship Manager to join our team. As you get acclimated in this role, your initial focus will be on executing daily portfolio trading tasks and supporting our seasoned financial advisors in preparing comprehensive financial plans. As you demonstrate proficiency and an unwavering commitment to our core values—especially integrity—you will progressively engage more in direct client interactions, ultimately meeting clients on your own.
Qualifications:
- Strong communication and interpersonal abilities, with a natural aptitude for building trust and rapport.
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field
- Basic understanding of financial products and a keenness to learn more within a dynamic environment.
- Securities and Insurance Licenses, or at least intent to obtain
Responsibilities:
- Management and execution of daily portfolio trading tasks for the firm
- Preparation and maintenance of financial plans
- Handle high-level projects for clients/advisors
- Assist with client events as needed
- Seniority levelEntry level
- Employment typeFull-time
- Job functionSales, Business Development, and Customer Service
- IndustriesInvestment Advice and Financial Services
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