What are the responsibilities and job description for the Client Relationship Executive position at Falcon Wealth Planning, Inc.?
Job Summary
As a Relationship Manager at Falcon Wealth Planning, you will play a vital role in supporting client relationships and assisting clients with assets ranging from $250,000 to $500,000.
Responsibilities and Expectations:
- Develop and maintain strong relationships with clients, acting as the primary point of contact for inquiries and service requests.
- Ensure effective communication with clients through regular phone calls, emails, and in-person meetings.
- Collaborate with internal teams to provide personalized financial planning and investment advice.
- Prepare and present client-facing documents, such as reports and presentations.
- Maintain accurate client records in the CRM system, documenting all interactions and updates.
- Coordinate client meetings and administrative tasks, ensuring seamless transitions.
Requirements:
- Experience in financial services, wealth management, or client relationship management.
- Relevant qualifications include certifications in financial planning (e.g., CFP, Series 65).
- Excellent communication and interpersonal skills.
- Strong organizational skills and attention to detail.
- Ability to manage multiple tasks and prioritize client needs effectively.
- Proficient in Microsoft Office Suite and CRM software.
Salary : $250,000 - $500,000
