Financial Advisor - Client Relationship

Belmont Capital Advisors; Belmont (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

A financial services firm is seeking a Client Relationship Advisor to support lead advisors and enhance client servicing efforts. This role demands 5+ years of client-facing experience and offers a clear path for career advancement into a Lead Advisor position. Candidates must excel in a fast-paced environment, possess excellent communication skills, and be proficient in Microsoft Office. This position includes a salary plus variable compensation, with opportunities for performance-based incentives.

Qualifications

• 5+ years client facing experience required.
• Self-motivated with a good work ethic.
• Advanced verbal and written communication skills.
• Advanced verbal and written communication and interpersonal skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Join the lead advisor in client review meetings.
• Coordinate day-to-day activities of a dedicated client base.
• Serve as point of contact for all portfolio-related questions.
• Ensure accurate data entry within the CRM.
• Maintain compliance documentation.
• Measure business progress and submit weekly reports.
• Maintain compliance documentation.

Skills

Customer service

Time management

Analytical skills

Communication skills

Problem solving

Independence

Communication

Tools

Microsoft Office Suite

Job description

Title: Financial Advisor/Client Relationship Advisor – Licensed Series 65

Functions: Client Servicing, Advisor & Team Support

Type: Full Time

Salary: Salary + Variable Compensation Package

Position Highlights

Belmont Capital Advisors is currently seeking a Client Relationship Advisor to join our Diamond Team. In this role, you will support one of our Lead Advisors by executing core client servicing responsibilities and assisting with various team functions.

This is an excellent opportunity for a detail-oriented, self-motivated professional who thrives in a fast-paced environment. This position offers a clear path for career growth, with the potential to advance into a Lead Advisor role and manage your own book of business. Additionally, there is the opportunity to earn performance-based compensation.

• Join the lead advisor in client review meetings to document and follow through on meeting tasks with the intent to own the existing client service experience for lead advisor
• Coordinate day-to-day activities of dedicated client base and ensure client needs are being met and that BCA services are properly delivered
• Serve as point of contact for all portfolio-related questions (e.g., cash availability, money transfers, reporting concerns)
• Research & build relationships in client meetings & debriefs
• Ensure that data is accurately entered & managed within the company’s CRM
• Ability to measure the business & submit weekly progress reports
• Maintain compliance documentation

Knowledge, Skills & Abilities Required

• 5+ years client facing experience required
• Embody the company culture & mission
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills. Able to work efficiently in a fast-paced environment
• Highly refined analytical and human relations skills
• Must be self-motivated with a good work ethic, and have demonstrated the discipline to work independently
• Ability to excel in a competitive, team-oriented environment
• Advanced verbal and written communication and interpersonal skills
• Proficient in Microsoft Office Suite
• Problem solving skills, resourceful and effective in making decisions

MUST BE LICENSED IN THE FOLLOWING AREAS: