Offer summary
Qualifications:
Undergraduate degree in business required, 5-10 years of relationship management experience, Certified Financial Planner designation, Extensive knowledge of financial concepts, Proficient in CRM software and Microsoft Office.
Key responsabilities:
- Service designated number of clients
- Generate business through referrals and marketing
- Expand assigned territory in referral network
- Monitor key indicators, report to Senior VP
- Support professional development of wealth advisors