FINRA Licensed Relationship Manager
A company is looking for a Relationship Manager, Advisory and Investment Consulting. Key Responsibilities Build relationships with Financial Professionals (FPs) to support practice growth and investment-related revenue activities Increase new assets and advisory business within the assigned territory Facilitate the growth of fee-based financial planning engagements and the use of planning tools Required Qualifications Bachelor's degree 2+ years of investment advisory experience FINRA Licenses Series 7 and 66 required Experience in managed accounts, mutual funds, and brokerage Financial planning experience
A company is looking for a Relationship Manager, Advisory and Investment Consulting.
Key Responsibilities
Build relationships with Financial Professionals (FPs) to support practice growth and investment-related revenue activities
Increase new assets and advisory business within the assigned territory
Facilitate the growth of fee-based financial planning engagements and the use of planning tools
Required Qualifications
Bachelor's degree
2+ years of investment advisory experience
FINRA Licenses Series 7 and 66 required
Experience in managed accounts, mutual funds, and brokerage
Financial planning experience
