Client Relationship Manager

This can be entry level for someone desiring to learn the business and become fully licensed or a career opportunity for an established, fully registered industry professional seeking a high-level support or second chair advisor opportunity (with or without own client base).

Our Compensation Range is commensurate with experience, and the Indeed.com posted range is potentially within ours. We look at each person and situation individually.

Are You a Financial Advisor Who Excels in a Team Role Serving Existing Clients?

OR

Are You Looking to Take the Next Step from Client Service or Paraplanner Role into a Servicing Advisor Role?

OR

Are You Looking for an Entry Point Into Wealth Management Learning From a Top Advisor in the Industry?

Would You Thrive in a Collaborative Team Atmosphere Working in a 2nd Chair Role to a Nationally Recognized Barron’s Hall of Fame Advisor?

Be a Member of a Well-Respected and Well-Known Firm that is Dedicated to Clients and Goal Achievement

• You want to be part of a team that is committed to accountability, responsibility, and shared success.
• You want to belong to a group that is dedicated to financial planning and working with clients to help them reach their financial goals.
• You would maximize your potential by working one-to-one on a daily basis with Kimberlee Orth, CFP – a 35 year industry veteran who has been consistently ranked by Barron’s, runs a Barron’s Top 100 Wealth Management Team, and is a member of the elite Ameriprise Hall of Fame.

Making a Positive Impact

• We are looking to integrate a fully licensed and motivated financial advisor, paraplanner or registered client service associate into our nationally recognized financial planning and wealth management practice as a Client Relationship Manager to a group of existing clients.
• Make a difference in our team results (and yours) by believing in, using, and working in/on our systems and processes.

Engage & Service Existing Clients, Address Unmet Needs, and Deepen Relationships Through Excellent Advice, Care and Service

• Be part of our collaborative culture, where your abilities and values are part of our team.
• You excel in taking on challenges & changes, reviewing options, and incorporating action steps into focus and closure. Your commitment to excellence inspires you to seek ways to make our outstanding work and initiatives even better.
• You excel in servicing clients in a planned and considerate manner with respect to the clients and their circumstances.

Challenges and Opportunities -- New Ideas and Experiences

• Your experience, achievements and results power your progress. You move forward in learning complex strategies and approaches.
• You want to learn on a progressive and a defined track. Your experience and achievement shape the progress and complexity of your work responsibilities.
• We will evaluate your experience and together define the program to learn, demonstrate, implement and achieve success. We value your abilities and what you bring to our Team.

If you want such a program – we are the team for you!

Our collaborative culture has established systems that create success for our clients, you, and our business.

We can help you advance your career and knowledge while you help advance our work and success with clients. We also encourage innovation with bringing ideas and processes for consistent success.

You are an and may have a small client base.

Your role would be to learn our company culture and process and to take on a servicing relationship for some of our existing clients. How quickly you progress will depend on your previous work experiences and skills.

Responsibilities include:

• Review reports and update information on clients in advance of meetings; complete the strategy preparation, and review the agenda with advisors.
• Attend client meetings to gather all necessary information. Prepare meeting summaries for the client and firm, and assist with completion of various forms and applications.
• Coordinate and assist with documentation and work to implement account changes, recommendations, and strategies. Ensure that follow-up activities are completed and recorded.
• Provide outstanding service to clients – when they call in or as we identify or resolve items or issues.
• Research background information to resolve issues or implement strategies.
• Working with our founder, Kimberlee Orth, you would be learning to work with existing clients independently.
• Developing and maintaining long-term relationships with existing clients via phone and virtual meeting technology.
• Providing financial solutions for clients through fact gathering and needs analysis. Be able to review and determine the most appropriate strategies and recommendations efficiently and timely.
• Expanding personal knowledge and skills through ongoing professional development and joint work with associates.

Regardless of past experience, our ideal candidate possesses four key traits:

• Cultural Fit

We are creative, inclusive and collaborative. How well would you work in this type of environment?

• Unique and Essential Abilities

Engaging people to have them share their financial needs and goals and demonstrating your care and skill in helping them.

• Drive

How hard are you willing to work to become successful?

• Integrity

Demonstrated honesty and desire to do the right thing—always.

Who we are to ourselves, our clients and our community:

Under the leadership of our founder and CEO Kimberlee Orth, CFP, Orth Financial has been delivering financial planning and wealth management services to clients for 35 years. Our team has helped thousands of clients make good choices for their lives by engaging them in comprehensive financial-planning based relationships. We have an incredible team of advisors and staff who work well together, care for one another, and keep clients first in everything we do.

Kimberlee Orth is an Ameriprise Private Wealth Advisor and member of the Ameriprise Chairman’s Advisory Council (18 years) and Ameriprise Circle of Success (32 years). She has been a featured guest on CNBC and Fox Business News, and has gathered numerous industry accolades, including Forbes Best-in-State Wealth Advisors, 2018 – 2023 and Best-in-State Women Wealth Advisors, 2022 - 2023; Barron's Top 100 Women Financial Advisors, 2012 – 2023; Barron’s Top 100 Independent Financial Advisors, 2016 - 2022; Barron's Top 1,200 Advisors, 2014-2023; and Barron's Top 1,000 Advisors, 2013.

Learn more about our Team at http://www.ameripriseadvisors.com/team/orth-financial-group/ and https://www.ameripriseadvisors.com/team/orth-financial-group/financial-advice-team.

Reach out to us to learn more and if you are ready to make your move.

Many of our team members are long-tenured – working 5 years and more. You may find your future with us as well.

Orth Financial Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Type: Full-time

Pay: $59,440.45 - $71,584.20 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Experience level:

• 3 years

Schedule:

• Monday to Friday
• Weekends as needed

Supplemental pay types:

• Bonus opportunities

Work Location: In person