The Capital Chart Room LTD
Financial Planning Client Relationship Manager
The Capital Chart Room LTD, Fort Worth, Texas, United States, 76102
Financial Planning Client Relationship Manager
The Capital Chart Room is seeking a dynamic Client Relationship Manager to facilitate face-to-face client meetings. Ideal candidates will be able to: build respected relationships with existing and prospective clients and advisors through prompt, clear, and concise communication; lead the client’s existing advisors to develop tailored recommendations; and assist in executing the firm’s annual Fort Worth Business Owners’ Summit and monthly Bigger Than Business Podcast.
Qualifications:
Proven experience (5-7 years) in the financial planning profession as a client relationship manager/advisor.
Ability to simplify complex financial concepts for clients.
Enthusiasm for community engagement and networking.
A Certified Financial Planner® is preferred, or the candidate must be willing to obtain the marks shortly after being hired.
Click or copy/paste this link to apply: https://go.cultureindex.com/s/ZkKxo928oF
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Business Development
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Qualifications:
Proven experience (5-7 years) in the financial planning profession as a client relationship manager/advisor.
Ability to simplify complex financial concepts for clients.
Enthusiasm for community engagement and networking.
A Certified Financial Planner® is preferred, or the candidate must be willing to obtain the marks shortly after being hired.
Click or copy/paste this link to apply: https://go.cultureindex.com/s/ZkKxo928oF
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Business Development
#J-18808-Ljbffr