Relationship Manager
Remote
Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future.
Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Primary responsibilities are to identify, solicit, establish, develop, and manage new client relationships.
Develop, maintain, and expand relationships by actively promoting our services to existing and prospective clients
EDUCATION & SKILLS REQUIRED :
- A bachelor's degree is a plus
- Must have "Relationship Management" experience
- Financial background or education is required
- Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required
- Ability to make decisions and recommend services to new and existing relationships. Strong interpersonal skills and good oral and written communication skills
- Proven ability to develop new relationships within military communities. Military service, military spouse, or strong knowledge of the military is required.
Government benefits experience is a plus
- Salesforce Financial Services Cloud is beneficial
- Microsoft Office applications are preferred
- Certification in a related fiduciary field such as CFP, CTFA, or AIF is beneficial
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
req23-00930
Financial Advisor, Wealth Management
Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required. Amazing remote F...
VP, Financial Consultant - Huntsville, AL
As a Financial Consultant at Schwab, you will be. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. Schwab clients, providing them with wealth management and financial planning advice. ...
Data Analyst SME - Security Clearance Required
Reviews object and data models and the metadata repository to structure the data for better management and quicker access. ETL to explore, architect, develop, and deploy solutions for processing structured and unstructured data into usable data formats for long term storage, search, and analysis. Un...
Senior Tracking Data Fusion Analyst
Senior Tracking Data Fusion Analyst. If you are enthusiastic about working in the space industry, then you will be excited about the Tracking Data Fusion Analyst opening with Iridium for a Space Development Agency (SDA) project. As a Tracking Data Fusion Analyst,. Iridium is an award-winning and inn...
ASAALT - M&S Business Analyst (Huntsville, AL)
Integrated Data Services (IDS) is a leading provider of custom software products and Government financial management services.IDS was founded in 1997 in El Segundo, CA, and since that time has seen tremendous growth and success.Currently IDS has offices suppor....
Administrative Assistant
UPS is hiring individuals to work as Administrative Assistants. Take the next step on your career journey as an Administrative Assistant at UPS!. ...
Business Analyst - Senior
TheBusiness Analystwill be responsible for mentoring and managing other business analysts. Minimum of 6 years' documented and demonstrated experience in a Business Analyst / Requirements analyst type function role. Business Analyst to join an innovative team of developers in Huntsville, AL. Responsi...
Senior Business Analyst
The contractor shall provide the following support, but not solely limited to:.For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.Provide guidance and assist in the preparation of documentation for Acquisition (ACQ) Programs in support o...
Life Insurance Consultant
Company Overview: Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. Are you passionate and eager to make a meaningful impact on people's lives? We are seeking a dedicated and dynamic individual to join our team as a finan...
Administrative Office Assistant_PART TIME
This Administrative assistant will also be in charge of sending and receiving correspondences as well as carry out administrative duties such as on-boarding of new employees, filing, typing, copying, binding, scanning, maintain a filing system, ordering of office supplies, provide general support to...