What are the responsibilities and job description for the Client Relationship Specialist position at beBee Careers?
About the Firm
We are a leading provider of financial services, dedicated to helping our clients achieve their financial goals. As a Financial Advisor, you will be part of a team that is passionate about delivering exceptional service and support to our clients.
You will be responsible for building relationships with new clients and expanding existing ones, while also identifying and creating new business opportunities. Our firm is committed to providing ongoing support and training to help you succeed in this role.
We offer a competitive compensation package, including salary, commissions, and profit-sharing opportunities. You will also have access to ongoing training and development resources to help you continue growing your career.
Key Responsibilities
- Build relationships with new clients and expand existing ones
- Identify and create new business opportunities
- Develop and implement personalized financial plans
