Harbor Investment Advisory, LLC
Client Relationship Manager - The Kelly Novak Group
Harbor Investment Advisory, LLC, Lutherville Timonium, Maryland, United States, 21093
Client Relationship Manager - The Kelly Novak Group
6 days ago Be among the first 25 applicants
With decades of experience navigating various market cycles, we offer our perspective, discipline, and dedication to providing straightforward, hands‑on, customized wealth advisory solutions to assist in the proper stewardship of your assets. By taking a collaborative approach, we work with your tax and legal professionals to identify, simplify, and solve complex financial issues to help you achieve greater clarity and control.
Who We Serve: High Net Worth and Ultra High Net Worth Individuals & Families, Business Owners and Entrepreneurs, Corporate Executives, Financial Service Executives (specifically Venture Capital, Private Equity, and Asset Managers), Retirees Approaching Retirement, Family Offices, Complex Trusts, Private Foundations, Private Companies and LLCs
About Harbor Investment Advisory, LLC Independent and privately owned wealth management firm serving high-net-worth individuals, families, family offices, private foundations, and retirement plans. The firm oversees more than $10 billion in client assets and serves clients nationwide, with approximately 40 employees across two offices in Maryland.
Qualifications
Series 7 and Series 66 licensed, or equivalent
Exceptional written and verbal communication skills
Proactive & thoughtful
Excellent critical thinking and problem‑solving abilities
Ability to multitask and think clearly under pressure
Self‑motivated and able to work in an autonomous yet collaborative environment
Superior organizational skills and a strong ability to balance time‑sensitive priorities while maintaining a high level of attention to detail.
Proficiency in PowerPoint, Word, and Excel
Responsibilities
Seek to improve and maintain existing client relationships, as well as the development of new ones
Research client questions and effectively communicate solutions
Support Financial Advisors in operational and managerial tasks
Work collaboratively with the operations team, financial advisors, and other practice groups to ensure a streamlined and seamless client experience throughout the firm
Coordinate and execute on client asset movements – verbally confirming instructions, creating and sending letters of authorization, managing capital calls and insurance premiums amongst other ad hoc requests
Take the lead in opening client accounts
Educate clients on Harbor’s services and solutions that fit their needs
Field phone calls and emails
Assist in the creation of client‑specific reporting
Keep current on industry/firm processes and compliance rules
Maintain detailed notes on client interactions
Day‑one medical, dental, and vision coverage
Flexible benefits (FSA, pre‑tax benefits, employer HSA contributions)
401(k) with employer match
$60,000-$70,000 with the potential for revenue share at the end of the first year for licensed candidates.
Seniority level Entry level
Employment type Full-time
Referrals increase your chances of interviewing at Harbor Investment Advisory, LLC by 2x
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With decades of experience navigating various market cycles, we offer our perspective, discipline, and dedication to providing straightforward, hands‑on, customized wealth advisory solutions to assist in the proper stewardship of your assets. By taking a collaborative approach, we work with your tax and legal professionals to identify, simplify, and solve complex financial issues to help you achieve greater clarity and control.
Who We Serve: High Net Worth and Ultra High Net Worth Individuals & Families, Business Owners and Entrepreneurs, Corporate Executives, Financial Service Executives (specifically Venture Capital, Private Equity, and Asset Managers), Retirees Approaching Retirement, Family Offices, Complex Trusts, Private Foundations, Private Companies and LLCs
About Harbor Investment Advisory, LLC Independent and privately owned wealth management firm serving high-net-worth individuals, families, family offices, private foundations, and retirement plans. The firm oversees more than $10 billion in client assets and serves clients nationwide, with approximately 40 employees across two offices in Maryland.
Qualifications
Series 7 and Series 66 licensed, or equivalent
Exceptional written and verbal communication skills
Proactive & thoughtful
Excellent critical thinking and problem‑solving abilities
Ability to multitask and think clearly under pressure
Self‑motivated and able to work in an autonomous yet collaborative environment
Superior organizational skills and a strong ability to balance time‑sensitive priorities while maintaining a high level of attention to detail.
Proficiency in PowerPoint, Word, and Excel
Responsibilities
Seek to improve and maintain existing client relationships, as well as the development of new ones
Research client questions and effectively communicate solutions
Support Financial Advisors in operational and managerial tasks
Work collaboratively with the operations team, financial advisors, and other practice groups to ensure a streamlined and seamless client experience throughout the firm
Coordinate and execute on client asset movements – verbally confirming instructions, creating and sending letters of authorization, managing capital calls and insurance premiums amongst other ad hoc requests
Take the lead in opening client accounts
Educate clients on Harbor’s services and solutions that fit their needs
Field phone calls and emails
Assist in the creation of client‑specific reporting
Keep current on industry/firm processes and compliance rules
Maintain detailed notes on client interactions
Day‑one medical, dental, and vision coverage
Flexible benefits (FSA, pre‑tax benefits, employer HSA contributions)
401(k) with employer match
$60,000-$70,000 with the potential for revenue share at the end of the first year for licensed candidates.
Seniority level Entry level
Employment type Full-time
Referrals increase your chances of interviewing at Harbor Investment Advisory, LLC by 2x
#J-18808-Ljbffr