What are the responsibilities and job description for the Client Relationship Manager position at TalentLink Solutions?
We are seeking a seasoned Wealth Advisor to join our team at TalentLink Solutions. As a key member of our team, you will be responsible for developing and executing comprehensive financial plans that meet the unique needs of our clients.
You will engage with clients, analyze their financial situations, and recommend personalized solutions to achieve their goals. To succeed in this role, you must possess excellent communication skills, be able to build strong relationships with clients, and have a deep understanding of financial planning principles.
In addition to your technical expertise, you should be proficient in using CRM software and Microsoft Office applications. You will work closely with our team to deliver prompt and thorough client service and actively drive new business to the firm.
Key Responsibilities:
- Develop and maintain accurate records of client interactions and information in the CRM system
- Collaborate with the team to deliver prompt and thorough client service
- Actively drive new business and attract new clients to the firm
- Represent the firm in a positive and professional manner
Qualifications:
- Bachelor's degree in finance, financial planning, or a related field required
- CFP designation required
- 3-5 years of progressive client-facing experience in investment management, wealth management, or financial planning
- Experience working with various custodial platforms (Schwab, Fidelity, etc.)
