What are the responsibilities and job description for the Client Relationship Manager - Financial Services position at Omnivest Financial?
Job Summary
We are seeking a dedicated and knowledgeable Financial Advisor to join our team. The ideal candidate will possess a strong understanding of financial concepts and a passion for helping clients achieve their financial goals. As a Financial Advisor, you will provide expert advice on wealth management, estate planning, and financial services, ensuring clients make informed decisions regarding their financial futures.
Responsibilities
- Develop and maintain relationships with clients to understand their financial needs and objectives.
- Provide comprehensive financial planning services, including cash management, estate planning, and investment strategies.
- Educate clients on various financial concepts and products, including wills, trusts, and estate law.
- Conduct thorough assessments of clients' financial situations to recommend appropriate solutions.
- Stay updated on industry trends and changes in financial regulations to provide accurate advice.
- Collaborate with other professionals in the financial services industry to enhance client offerings.
- Achieve sales targets through effective communication and relationship-building skills.
Qualifications
- Proven experience in financial sales or related fields is preferred.
- Strong knowledge of financial concepts, cash management, wealth management, and estate planning.
- Excellent mathematical skills with the ability to analyze complex data.
- Exceptional interpersonal skills with a focus on building long-term client relationships.
- Ability to work independently as well as part of a team in a fast-paced environment.
- A degree in finance, business administration, or a related field is advantageous but not mandatory.
- Relevant certifications (e.g., CFP, CFA) are a plus but not required at the time of application.
Join us in making a positive impact on our clients' lives by guiding them through their financial journeys!
Job Type: Full-time
Pay: $68,355.00 - $79,402.00 per year
Schedule:
- Monday to Friday
- Weekends as needed
Experience:
- Financial Advising: 1 year (Preferred)
Ability to Relocate:
- Casper, WY 82601: Relocate before starting work (Required)
Work Location: In person
Salary : $68,355 - $79,402