Senior Relationship Manager
A company is looking for a Senior Relationship Manager, Advisory and Investment Consulting. Key Responsibilities Build and maintain relationships with financial professionals to drive investment and advisory revenue growth Organize and coordinate team efforts, including training and performance tracking Support financial professionals in growing their practices and increasing the adoption of financial planning services Required Qualifications Bachelor's degree 4+ years of investment advisory experience FINRA Licenses Series 7, 24, and 66 required Experience in managed accounts, mutual funds, and brokerage Financial planning experience
A company is looking for a Senior Relationship Manager, Advisory and Investment Consulting.
Key Responsibilities
Build and maintain relationships with financial professionals to drive investment and advisory revenue growth
Organize and coordinate team efforts, including training and performance tracking
Support financial professionals in growing their practices and increasing the adoption of financial planning services
Required Qualifications
Bachelor's degree
4+ years of investment advisory experience
FINRA Licenses Series 7, 24, and 66 required
Experience in managed accounts, mutual funds, and brokerage
Financial planning experience
