What are the responsibilities and job description for the Financial Wealth Relationship Manager position at Stevens Foster Financial Advisors?
Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial planning to high net worth and corporate clients.
Summary:
We are seeking a person to fill this position to be the primary connection between the client and our firm.
Our relationship managers develop a trusting relationship with the client, understand and convey client goals and objectives, while working with the Stevens Foster team to design effective options to meet client goals, and personally convey those options to the client.
Required skills and experience:
- Financial planning for individuals: 3-5 years (Required)
- Strong understanding of areas of personal financial planning such as: investing, executive benefits and retirement planning
- Estate planning terminology & knowledge of complex trust strategies
- Individual income tax knowledge
- Time management
- Problem solving
- Excellent written and interpersonal communication skills
- Team player demonstrating integrity, hard work ethic, and high moral character
- Must maintain a high level of confidentiality and sensitivity of information
- Demonstrate interpersonal ability to build strong relationships both individually and with small groups, which includes presentations and responding to a variety of inquiries
- Always maintain high ethical standards
Benefits:
- Paid time off
- Voluntary paid time off
- 401(k)
- 401(k) matching
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance (short term disability & long term disability)
- Health savings account
- Flexible spending account
- Dependent care flexible spending account
- Life insurance
- Parental leave
Schedule:
- Monday to Friday
- Hybrid opportunity after 6 months
Supplemental pay types:
- Bonus opportunities
Salary : $80,000
