| Location: |
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH) |
| Salary Range: |
$85,000 |
| Bonus & Incentives: |
Incentive on new business |
| Position Responsibilities: |
Join a winning team! Our client is increasing assets at the rate of 30% per year and needs someone to take care of their customers. The focus is on financial planning. The relationship manager works with existing customers to create a financial plan and bring in the specialists (estate/tax planning, investment, insurance, etc.) to fully service their customer’s financial needs. There is opportunity and compensation for new business but the focus is customer service.
This regional firm currently has six offices and the opportunity to grow into twenty additional markets where they have name recognition. Future opportunities include grow to manage a team, become a senior consultant and part of the financial planning committee to develop strategies for the firm, or open and manage a new office. |
| Education and Certifications/Licenses: |
Bachelors |
| Mandatory Minimum Qualifications: |
Qualified candidates will have financial planning experience, their CFP, and a series 65. The U-4 must be spotless. |
| Preferred Qualifications: |
|
| Additional Comments: |
|
| Benefits: |
Standard
|
| Overnight Travel: |
Limited |
| Relocation Assistance: |
Yes |
Apply On-line for this Job
(click here): |
You must be registered to apply for jobs on-line. Register now.
If this job is not an exact match you can tell us the details of your dream job and we can notify you when it is available. But you must be registered to do this. Please click here to register now. |
|
