Relationship Manager Job in Alpharetta 30009, Georgia US
Our Client is looking for a Relationship Manager to work out of their Alpharetta, Georgia location.
Candidates must have an active Series 7 and 66 license.
Responsibilities: – Retain assets of assigned affluent / wealthy households with significant holdings by effectively managing an assigned client base and ensuring that all clients receive a superb client experience- Strengthen the client relationship and expand existing client wallet share through effective presentation of investment products and services- Proactive outbound calling to existing customer base to drive asset acquisition through customer account consolidation; maintain and update prospect and sales reports accurately- Evaluate your clients financial situation and identify investment objectives through a comprehensive and customized financial planning process; and provide advice guidance and execution on a variety of investment products and services such as Conservative Investment and Managed Investment Portfolio product offerings- Cultivate current and prospective clients relationships and identify opportunities to expand these relationships by responding to sales opportunities with creativity and innovation- May perform additional duties as directed by managementRequirements: – Series 7 and Series 66 – 3+ years of proactive, successful sales experience in the financial services industry- 5+ years of financial services industry experience- Knowledge of a wide variety of brokerage/banking products and services- Strong history of success in building client relationships and client retention experience- Capable of quickly building good rapport with clients, assessing their needs and presenting features and benefits of products and services- The ability to multi task and work independently with a high degree of quality- Must be self-motivated with an outgoing personality and work well in a team setting- Excellent communication and organizational skills- Group presentation skills a plusCandidates will have a base pay of $45,000 plus bonuses.
Required Skills: SERIES 7, Series 66, FINANCIAL SERVICESJoin Aerotek Professional Services.
Our customized employment solutions and personalized approach give job seekers access to great opportunities with competitive salaries.
Aerotek offers comprehensive benefits that can include medical, dental, optical, and optional 401k.
Don’t put your career in the hands of just anyone; put it in the hands of a specialist.
Launch or rejuvenate your career today with Aerotek Professional Services! Allegis Group and its subsidiaries are equal opportunity employers and will consider all applications without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law.
Relationship Manager Job in Alpharetta 30009, Georgia US
Tags: account consolidation, Aerotek, Alpharetta, asset acquisition, base, Client, Don, Georgia, investment, Manager Job, outgoing personality, portfolio product, relationship, relationship manager, series, wallet share, wealthy households