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​​Client Relationship Manager/Licensed Financial Services Assistant

55,000 – 70,000 yearly

NPAworldwide Recruitment Network

Last Updated: 5/25/23

Job Description

Job description:

Client Relationship Manager/Licensed Financial Services Assistant: This career is ideal for someone who naturally builds strong customer relationships and has already proven they can manage their own time and responsibilities without the need of micromanagement. Will train someone who already has a basic knowledge of investments and financial planning and some experience involving maintaining client relationships

Will be working alongside an advisor and your skills and compensation will develop and grow as the book of clients that you know and support grows. Should you want to increase your compensation even faster, there is opportunity to supportmore than one advisor. Being part of a small team, you will learn how to trade investments, create financial plans and process cash requests. In addition, you will be helping clients resolve any questions they may have. Attention to detail is extremely important. Professionalism and exceptional communication skills required.

Position does NOT include sales.

Fidelity, Black Diamond and Money Guide Proare reliable investment platforms we depend on and you will be trained how to use their tools.

Withintwoyearsfromdateofhire,youwillbequalifiedto manage clients without supervision, which significantly increases compensation. Profit sharing estimate: 10k-$20k.

Fulltime position with benefits. We offer a company 401k program with a 6% match and health care benefits. In short, we provide high compensation, flexible schedule, retirement plan and health care benefits.

Convenient location: I-80/Foothill Blvd/I-215 intersection, Salt Lake City, UT

Series 65 license is required. BS degree required.

NOTE: Company adheres to a fee-only financial planning model, which prohibits its advisors from partaking in commissions or revenue sharing. As a result, company puts the client first.


Series 65 required. Looking for someone who does NOT want sales but enjoys financial services industry, investments, financial planning and client relationship. BS degree required. Some previous investment experience helpful. Good customer service and administrative skills to work closely with clients. Willing and desire to learn about clients in oil/gas/energy industry. This is a fee-only financial planning model.

Why is This a Great Opportunity:

If someone has Series 65 and some knowledge of the industry, this is an ideal opportunity to learn more about the industry, clients, and service on the job while working in it. No pressure and no sales. All client relationship support in a very profitable office that is client-centered.

Convenient location: I-80/Foothill Blvd/I-215 intersection.

This is an in-office position which could become hybrid (Fridays work from home) after 6 months on the job: TBD.

Salary, benefits, insurance.

NOTE: Company adheres to a fee-only financial planning model, which prohibits its advisors from partaking in commissions or revenue sharing. As a result, company puts the client first.

Salary Type : Annual Salary

Salary Min : 55000

Salary Max : 70000

Currency Type : US Dollars

Company Details

Grand Rapids, Michigan, United States
NPAworldwide connects you to premier independent recruiting firms located throughout Europe, Asia, Australia, Africa and the Americas. Get connected with members around the world to widen your employer pool, get specialized placements, and find perfect matches -- all at no cost. Our members are placement professionals seeking long-term fits. Working with our recruiters gets you access to relocatio...