Client Relationship Manager in small financial planning firm. Candidate will be provided with world class training in client relationship management, financial planning and investment management. Will also have regular telephone contact with clients. Must work well with clients, build relationships, explain financial investments that company making for them.
Will be a valuable team member, often serving as the reliable right hand to a busy senior financial advisor. Within two years will be as qualified as the senior financial advisor, which substantially increases compensation. This position is NOT required to bring in new clients or make investment decisions. Attention to detail is extremely important, and exceptional communication skills are required. Also, the hours are flexible and benefits are available. Must have strong: Communication Skills, Computing, Detail Oriented, Organization Skills, Planning Skills. Excel, Word, Outlook. BS Degree required.
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Pioneer in IoT, (Internet of Things), this company is a Venture Capital startup whose founders are experienced, serial entrepreneurs.
Location/Region: Salt Lake City, UT (US)