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    Financial Planner - San Francisco, United States - Hanover

    Hanover
    Hanover San Francisco, United States

    3 weeks ago

    Default job background
    Description

    Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships.

    As the Client Relationship Manager, you will be providing financial planning guidance, educating clients on their customized portfolios through phone calls, email, and face-to-face meetings, and explaining the firm's investment philosophy.

    Qualifications

    • 7+ years of investment industry experience (being the main point of contact for clients is preferred)
    • Certified Financial Planner designation is required (ideally, 5+ years experience creating thorough plans)
    • 4-year college degree with a preferred emphasis in economics, business, finance, accounting, or similar field
    • Excellent interpersonal skills

    Responsibilities

    • Conducting quarterly portfolio reviews with clients
    • Creating financial plans through in-depth discussions using eMoney
    • Act as liaison between clients, the investment team, and operations/back-office support
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