Financial Client Relationship Manager Series 7

We are a Dallas-based wealth management firm that provides investment advice, comprehensive tax strategies, and financial planning services. We are looking for a dynamic team player to join our firm.

We are actively seeking a Financial Client Relationship Manager. This position provides support by performing case analysis tasks that enable the exploration of viable financial solutions for Clients. By serving as a value-added resource in this area, the position drives Firm productivity by ensuring a thorough review of case options and the best possible solutions for each Client presentation with the intent of addressing the client’s holistic planning needs.

RESPONSIBILITIES:

• Collects, validates, and analyzes financial data
• Inputs data into financial planning software and develops initial planning recommendations
• Assists with ongoing net worth and portfolio monitoring and plan and account maintenance
• Interacts with other team members to coordinate the delivery of service to clients
• Provides ongoing support of client relationships, handles day-to-day client requests and issues
• Additional projects as assigned

REQUIREMENTS:

• Minimum two years of experience in industry or similar role
• Series 7 and 66 OR Series 65 preferred, industry experience could substitute
• Bachelor’s degree in financial planning or related field preferred
• Highly proficient in Microsoft Excel, proficient in the Microsoft Office suite
• Proficiency with CRM software, specifically Redtail
• Proficiency with Schwab and Orion software preferred
• Strong understanding of securities and insurance products as well as financial planning process
• Ability to manage multiple client cases at once
• Must be a self-starter
• Must have excellent organizational, communication and client relationship skills
• Ability to work independently but also able to function as a contributing team member
• Strong attention to detail and ability to follow through on projects effectively

Perks of working with our firm:

• Competitive salary (Competitive with industry standards depending on experience)
• Paid Time Off
• Paid holidays
• 401(k) and Profit-Sharing plan with 7.5% match
• Quarterly bonus structure
• Medical Coverage
• Educational stipend of $2,000 per year
• Parental leave
• Health insurance
• Retirement benefits or accounts
• Gym memberships or discounts
• Flexible schedules
• Workplace perks such as food/coffee and flexible work schedules

Work Location:

• In-person at our office, no remote opportunities available

Note: Only qualified candidates will be contacted.

Job Type: Full-time

Pay: $52,000.00 - $62,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Experience level:

• 2 years

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Travel requirement:

• No travel

Experience:

• Customer relationship management: 2 years (Required)

License/Certification:

• Series 7 (Required)

Ability to Commute:

• Dallas, TX 75254 (Required)

Work Location: In person