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.
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Relationship Manager Job in Alpharetta 30009, Georgia US