What are the responsibilities and job description for the Relationship Manager position at Designworks Talent?
Job Description
Job Description
A well-established and highly regarded wealth management and financial planning firm, recognized among top industry leaders, has been serving clients for over 40 years. Known for its client-centered and value-driven approach, the firm helps individuals and businesses achieve their financial goals.
We are seeking a motivated and detail-oriented Relationship Manager who is committed to excellence in every aspect of their work. This individual will play a key role in expanding our high-quality clientele, maintaining relationships with existing clients, assisting in the development of comprehensive financial plans, and guiding prospective clients toward financial independence.
Key Responsibilities :
- Build and maintain relationships with both individual and business clients, providing exceptional service and support.
- Meet with prospective clients to assess their financial, personal, and professional goals and develop customized financial plans.
- Present tailored financial plans to prospective clients and provide regular updates to existing clients.
- Develop and implement strategic recommendations to help clients achieve their financial objectives.
- Conduct financial planning reviews to ensure clients remain on track and adjust plans as needed.
- Leverage your natural market for client acquisition and business development.
- Proactively prospect current clients and professional networks to generate new business opportunities.
- Collaborate with fellow advisors to ensure seamless transitions and ongoing client service.
- Work closely with the support team to facilitate implementation and onboarding of new clients.
Qualifications :
This role presents an exciting opportunity to make a meaningful impact on clients’ financial futures while advancing your career within a top-tier financial planning practice. If you are passionate about helping others achieve financial independence and thrive in a collaborative, growth-oriented environment, we encourage you to apply.
Compensation : $80K–$100K base salary, plus bonus.
Benefits : Comprehensive package including health benefits, paid time off, and a matching 401(k).
Hybrid : Garden City NY Office
Compensation Range : $80K - $100K
Salary : $80,000 - $100,000