Associate Advisor / Relationship Manager

Job not on LinkedIn

October 31

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $90k - $110k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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Windward Recruiting

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Recruitment • Finance • B2B

Windward Recruiting is a premier recruitment agency specializing in executive search and recruitment within the wealth management and financial services sectors. With over 45 years of combined experience, Windward Recruiting is dedicated to connecting organizations with exceptional talent, ensuring successful placements that promote growth. The company emphasizes the building of long-term relationships with clients and employs a rigorous candidate screening process to identify the best fits for high-level positions.

2 - 10 employees

Founded 2017

🎯 Recruiter

💸 Finance

🤝 B2B

📋 Description

• Prepare financial plans in coordination with Lead Advisors and participate in client meetings for financial plan delivery and execution • Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner • Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards • Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery • Cultivate and maintain strong relationships with clients • Understand clients' financial goals and preferences • Identify opportunities for client growth and new business • Stay informed on financial market trends and regulatory changes • Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures

🎯 Requirements

• Bachelor's degree in finance, economics, business administration, or a related field is typically required • CFP designation and 1-3 years experience working as an advisor/planner • Ability to juggle multiple projects successfully • Ability to learn new concepts and software packages quickly • Independently motivated, have excellent communication skills and have a strong work ethic • Strong educational credentials and analytical background • Ability to identify, meet, and follow through with client’s needs and requirements • Must interact effectively with office staff and be a goal-oriented team player • Strong attention to detail • Must demonstrate excellence in organizational and time management skills • Exceptional phone and client service skills, positive and upbeat attitude at all times

🏖️ Benefits

• Starting salary of $90,000 - $110,000 based on experience and credentials • 100% company paid employee only premiums for Health, Dental & Vision Coverage • 4% company 401(k) match, 100% vested • Mentorship and learning opportunities • Great working environment with professional growth opportunities