What are the responsibilities and job description for the Client Relationship Manager position at Bloom Advisors, Inc?
Required Skills and Qualifications
To be successful as a Financial Advisor at Bloom Advisors, you will need:
- A minimum of 4 years of experience in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
- A valid and active Series 65 license.
- Certified Financial Planning (CFP) certification preferred.