Relationship Manager

Pinnacle Career Coaching; Orlando (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

Pinnacle Career Coaching is partnering with a growing US wealth management firm in Orlando to recruit Financial Adviser/Relationship Managers. This on-site role focuses on handling inbound inquiries, building client relationships, and identifying suitable wealth management solutions.

You will work with seasoned professionals and help clients establish and grow their investment strategies in a fast-paced, goal-driven environment.

Qualifications

• 3+ years of experience in financial services, investments or target-driven sales.
• Series 65 license required or pursued.
• Bachelor's degree preferred, relevant experience considered in lieu.

Responsibilities

• Handle inbound enquiries and prospective client leads.
• Build relationships with prospective and existing clients.
• Understand client objectives, financial circumstances and investment needs.
• Provide suitable investment product and service recommendations.
• Complete client profiling and KYC requirements.
• Support clients through account opening and onboarding.
• Interact with investment and wealth management specialists to deliver solutions.
• Conduct client reviews and presentations.
• Develop and manage a growing book of business.
• Maintain records of client interactions in the CRM.

Skills

Relationship building

Sales / business development

Client servicing

Communication skills

Education

Series 65 license

Bachelor's degree preferred

Job description

Pinnacle is partnering with a growing US wealth management firm to hire two ambitious Financial Adviser/Relationship Managers. Please note this position is 5 days per week on-site in Orlando, FL.

There is a healthy compensation package made up of base salary, variable compensation and a retention bonus.

This is an excellent opportunity for someone with a few years experience to work with inbound and referred prospective clients, understand their financial needs and connect them with appropriate investment and wealth management solutions.

The position provides an established flow of prospective clients while giving you the opportunity to develop your own book of business over time.

What you'll be doing:

• Handling inbound enquiries and prospective client leads
• Building relationships with prospective and existing clients
• Understanding client objectives, financial circumstances and investment needs
• Providing suitable investment product and service recommendations
• Completing client profiling and KYC requirements
• Supporting clients through account opening and onboarding
• Acting as an interim Financial Adviser and servicing client relationships
• Partnering with investment and wealth management specialists to deliver broader solutions
• Conducting client reviews and presentations
• Developing and managing a growing book of business
• Maintaining accurate records of client interactions and opportunities within the firm's CRM
• Balancing client follow-up, referrals, prospect development and compliance requirements

What We're Looking For

• 3+ years of experience within financial services, investments or a target-driven sales environment
• Series 65 licensed
• Bachelor's degree preferred, although relevant industry experience will also be considered