What are the responsibilities and job description for the Relationship Manager position at Return On Life Wealth Partners?
We are seeking a Relationship Manager who can help us shape the future of our firm by providing exceptional support to our advisors and helping them achieve their goals. As a Relationship Manager, you will be responsible for independently handling routine service matters pertaining to individual and corporate client accounts managed by our firm.
About the Firm
The ideal candidate will have a strong background in finance or accounting, experience in the wealth planning industry, and proficiency with computer usage, preferably MS Office Suite, CRM, Morningstar, Riskalyze, and E-Money.
We offer a comprehensive benefits package, including healthcare, employer retirement plan, education and training credits, and ongoing training and mentoring. Our culture values hard work, fun, community service, and family, and we encourage professionals who share these values to apply.
