- Conduct and participate in client meetings with financial advisors.
- Manage and execute client requests and inquiries effectively, ensuring timely resolution or delegation.
- Oversee and direct the planning of client meetings, ensuring thorough preparation and coordination.
- Facilitate internal meetings to strategize and review client interactions, enhancing overall service delivery.
- Document client interactions meticulously, leading the team in maintaining organized records for seamless follow-up.
- Deliver diverse business reports to Senior and Managing Financial Advisors as needed, engaging in discussions to align strategies with business goals.
- Actively engage in implementing and supporting change initiatives and new business practices, contributing to the evolution and growth of the organization.
- Contribute to firm-wide, team, and divisional projects, leveraging expertise and support to drive successful outcomes.
- 1 - 5 years of client- facing experience in financial services.
- Strong work ethic, self-motivated and desire to learn.
- Collaboration, organization, analytical, and problem-solving skills required.
- Excellent verbal and written communication skills.
- Confident in quickly learning innovative technology and software.
- Familiarity with wealth management and financial planning casework.
- Demonstrates strong active listening skills and aptitude for relationship building.
- Experience with a variety of financial products.
- Bachelor's degree or higher in business, finance, financial planning, or related field.
- Financial services industry designations.
- Experience with Salesforce, Orion, and custodial platforms such as LPL and Axos
- Experience with financial planning software and technology.
- Project management experience.
- Series 7 and 66 or Series 65.
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Description
Job Description
Job DescriptionRelationship Manager – Wealth Management
As a Relationship Manager for CG Financial's Wealth Management Division, you will be an integral contributor as we serve clients. You'll operate in a team environment, focusing on the firm's segments of wealth management clients. You'll leverage your skills and expertise to deliver value to your team and our clients. This is a vital client-facing role. In addition, you should have a keen eye for detail and a knack for streamlining processes and working efficiently.
CG Financial is a demanding environment that is rapidly growing. We service clients in multiple states and through multiple office locations. CG Financial is an EOS (Entrepreneurial Operating System) company.
This position will be in-office in Williamston, Michigan.
These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required.
Requirements
Nice To Have
Targeted Compensation Range: $50k - $85k+ depending on experience and qualifications and includes base + performance bonus.
Other Benefits Include: 401(k) with employer contribution, paid-time-off, health, life, dental, vision insurance, HSA (Health Savings Account), and more.
Our Core Values:
Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.
Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.
Self-Motivated: You have a driven and proactive personality, result-oriented, and accept challenges.
Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.
Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.
