Client Services Manager

Job DescriptionJob DescriptionWe are seeking an experienced Licensed Investment Executive to join a dynamic financial advisory team. This role involves cultivating and managing client relationshipsboth personal and businesswhile delivering tailored investment and insurance solutions aligned with each client's financial goals. The ideal candidate will have a strong track record in financial planning, a deep understanding of investment products, and a keen awareness of market trends, tax laws, and compliance requirements. Responsibilities include executing investment transactions, developing new business, and collaborating with internal partners to ensure a seamless client experience.The successful candidate will have 5-10 years of experience in investment services, hold active FINRA Series 7, 63, and 65/66 licenses, and possess a Bachelor's degree in business, finance, or a related field (MBA preferred). Strong interpersonal and communication skills, a client-first mindset, and the ability to analyze and present strategic investment solutions are essential. In return, you'll receive a competitive salary with performance incentives, comprehensive health benefits, a generous 401(k) match, and tuition reimbursement, all while working in a client-focused, collaborative environment.

Created: 2025-04-19