Wealth Management Advisor, Certified Financial Planner

Park Edge Advisors, LLC; Cleveland (OH); On-site; USD 65,000 - 85,000; Full time

Job summary

Park Edge Advisors, LLC in Cleveland, OH is seeking a Relationship Manager to sustain and deepen existing client relationships, deliver tailored financial guidance, and ensure high-quality service. You will collaborate with Lead Advisors and specialists to implement financial plans and conduct regular reviews to address client needs.

The role emphasizes seamless coordination of service, planning, and investment teams to ensure timely task completion and exceptional client experiences.

Responsibilities

• Provides objective, unbiased financial advice to a diverse mix of clients by understanding the client’s needs, engaging the appropriate expertise, and devising an appropriate solution.
• Development and management of existing client relationships, including ongoing and regular client contact and communications.
• Client meeting preparation: review prior meeting notes and previous tasks, prepare current materials, select the relevant agenda, generate reports required by the agenda, and review all required paperwork prior to meetings.
• Provide post meeting follow-up. Enter post-meeting notes, follow-up tasks, portfolio changes, and planning revisions, etc.
• Client service, including planning updates, portfolio changes and performance reviews, and new opportunity identification.
• Coordinate all financial planning and the appropriate mix of investment strategies.
• Maintain accurate notes and records regarding client matters in the CRM.
• Keep client team members adequately informed on all active and pending client matters.
• Identify new asset opportunities among existing clients and deepen existing client relationships.
• Identify and follow-up on referrals from existing clients.

Job description

Position Overview:

The Relationship Manager focuses on the continuous management and strengthening of current client relationships, with a key emphasis on client retention. In this capacity, the Relationship Manager may collaborate with a Lead Advisor or other specialized team members to formulate tailored advice for our clients. A primary responsibility of this position is to nurture and expand our existing client engagements. This includes providing expert advice, implementing financial plans, conducting regular reviews, and promptly addressing any client service needs. The Relationship Manager coordinates the service, planning, and investment teams to assure that client tasks are effectively delegated and managed to completion. Ultimately, the Relationship Manager is accountable for the seamless delivery of exceptional client experience.

Duties & Responsibilities

• Provides objective, unbiased financial advice to a diverse mix of clients by understanding the client’s needs, engaging the appropriate expertise, and devising an appropriate solution.
• Development and management of existing client relationships, including ongoing and regular client contact and communications.
• Client meeting preparation: review prior meeting notes and previous tasks, prepare current materials, select the relevant agenda, generate reports required by the agenda, and review all required paperwork prior to meetings.
• Provide post meeting follow-up. Enter post-meeting notes, follow-up tasks, portfolio changes, and planning revisions, etc.
• Client service, including planning updates, portfolio changes and performance reviews, and new opportunity identification.
• Coordinate all financial planning and the appropriate mix of investment strategies.
• Maintain accurate notes and records regarding client matters in the CRM.
• Keep client team members adequately informed on all active and pending client matters.
• Identify new asset opportunities among existing clients and deepen existing client relationships.
• Identify and follow-up on referrals from existing clients.