- Conduct regular client reviews to update financial plans.
- Provide recommendations and guidance on actions needed to meet financial objectives.
- Follow up with clients to ensure completion of recommended actions.
- Establish and nurture relationships with potential and current clients.
- Update financial planners on client status and ensure timely plan adjustments.
- Offer comprehensive consultations on products/services to clients, assisting them in decision-making.
- Expand current relationships through cross-sales based on solutions.
- Participate in software training for client service management applications.
- Adhere to financial regulations, company policies, and procedures to prioritize client satisfaction.
- 5+ years experience in financial planning, financial services, insurance, or banking.
- Bachelor's degree required.
- Proficiency in financial planning software, particularly Advisor Engine, Naviplan, and Morningstar.
- Exceptional listening and relationship-building skills.
- Confidence and leadership abilities to motivate individuals into action.
- Effective communication and relationship-building with internal and external professionals.
- Team player with initiative and strong work ethic.
- Organizational skills to manage multiple client meetings and follow-up tasks.
- Problem-solving mindset with a focus on client needs.
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Wealth Relationship Manager - Rockville, United States - Obsidian Business Planning Solutions
Description
Obsidian Planning Solutions, a financial planning firm located in Rockville, MD, is looking for a Senior Relationship Manager for the local office.
Exciting Opportunity:
As the Senior Relationship Manager, you will connect with individuals, motivating and inspiring them to achieve their goals. Building strong relationships with the firm's clients, you will serve as their primary advisor for all financial planning needs, guiding them in making informed decisions to reach their financial objectives.
No prior client portfolio or seeking new clients is necessary, as the firm has established lead sources. Your role involves working closely with clients at all levels, offering confident and supportive guidance to help them make sound financial choices.
Key Responsibilities:
Key Qualifications:
Compensation & Benefits:
Obsidian Planning Solutions offers a competitive compensation package ranging from $100K to $125K, complemented by bonus incentives and potential equity. Additionally, benefits include health insurance, paid holidays, a 401(k) retirement plan, and vacation time.
About the Company:
Obsidian Planning Solutions is a boutique Registered Investment Advisor (RIA) firm based in Rockville, MD, specializing in the holistic Lifestyle Protector ProgramTM for individuals, business owners, and their families. With a focus on estate, investment, retirement, and tax planning, Obsidian fosters long-term relationships through a collaborative culture and dedicated client service. Committed to providing sound advice to high-net-worth clients, the firm values an authentic work environment and continuous growth.
Application Process:
If you are a dedicated professional who thrives on relationship building, we invite you to apply online today.
Discover more about Obsidian Planning Solutions:
