What are the responsibilities and job description for the Advisor Services Relationship Manager position at Foundations Investment Advisors?
Unlock Your Potential as an Advisor Services Relationship Manager
Are you ready to embark on a career where your expertise directly impacts the financial well-being of thousands?
Your Role: Advisor Services Relationship Manager
As an Advisor Services Relationship Manager, you will be the primary point of contact for financial advisors, ensuring they receive exceptional support and resources to serve their clients effectively. Your responsibilities will include:
- Advisor Support: Address inquiries related to our services, platforms, and processes, ensuring a seamless experience.
- Onboarding: Guide new advisors through account setup and operational procedures, facilitating a smooth transition.
- Collaboration: Work closely with internal teams to resolve issues promptly and enhance advisor satisfaction.
- Education: Inform advisors about available resources and best practices to maximize efficiency.
What You Bring
To excel in this role, you should have:
- Educational Background: A bachelor's degree in finance, business administration, or a related field, or equivalent experience.
- Experience: 0–2 years in client service, sales support, or relationship management, preferably within financial services.
- Skills: Strong communication abilities, a proactive problem-solving approach, and proficiency in CRM software and Microsoft Office Suite.
Why Foundations Investment Advisors?
At Foundations, you will be part of a firm recognized as one of the fastest-growing RIAs, offering customizable solutions for advisors.
Our team is dedicated to providing professional planning services with an actively managed, risk-based focus, aiming to make the investor experience both enjoyable and transparent.
Location
This position is based at our Phoenix, Arizona office, located at 4050 E Cotton Center Blvd, Suite 40
Take the Next Step
If you're looking for a role where your contributions make a tangible difference in people's lives, apply now to join a team that's committed to excellence and growth.
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Schedule:
- Monday to Friday
- No nights
- No weekends
Education:
- Bachelor's (Preferred)
Experience:
- Financial services: 3 years (Required)
Ability to Commute:
- Phoenix, AZ 85040 (Required)
Work Location: In person
Salary : $55,000 - $65,000
