What are the responsibilities and job description for the Client Relationship Manager position at Mohr Talent?
About the Role
Mohr Talent is seeking an experienced Financial Advisor to join our team and take on a critical role in client relationship management. In this position, you will work closely with senior advisors to ensure seamless transitions of client relationships and provide ongoing support and guidance.
Responsibilities:
- Develop and implement effective financial strategies
- Build and maintain strong relationships with clients
- Collaborate with senior advisors and contribute to business development
- Stay up-to-date with industry developments and best practices
Requirements:
- Bachelor's degree in finance, economics, business, or a related field
- CFP designation, along with Series 66 or 65 licenses
- Proven analytical and problem-solving abilities
- Strong communication and interpersonal skills
- A passion for delivering exceptional client service
This is an exciting opportunity for a motivated and results-driven individual to join our team and make a meaningful contribution to our clients' financial success.
