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UK Relationship Manager - TX
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UK Relationship Manager - TX

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1 Vacancy
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Jobs by Experience

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4-5 years

Monthly Salary

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Not Disclosed

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Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Req ID : 1942356
*The Opportunity:*
Be the voice of our client from our clients office in Dallas, Texas to our high-net-worth clients in You will spend your time educating each client on investment philosophy, explaining why certain decisions were made for their particular portfolio, and helping them understand events in the market all to help each client stay on track to achieve their long-term You will provide a valuable service, building relationships based on trust and the expertise that our client You will receive support from internal departments to allow you to focus on providing unparalleled customer You can take off your many hats as a Financial Advisor and become an expert in service and
*The Day-to-Day:*
When you come to work for us as a Relationship Manager, our client will provide you with an arsenal of support, including:

* An assigned roster of high net-worth clients, to allow you to focus on building trust, educating, and providing unparalleled customer service
* An advanced finance and capital markets education through their training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive
* Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer You re free to take off your many hats and become an expert in client relationship management and
* Ongoing career development, empowering you to discover your own career
* Opportunities for advancement driven by performance and
* Competitive compensation that aligns your interest with the client s, instead of working against each

*Your Qualifications:*
You re meant for this role if you have finance experience and a thorough understanding of the investment You will succeed if you have a desire to develop longstanding relationships as opposed to selling products or trading You will thrive if you have a tremendous desire to explore new opportunities and challenges and along the way, seek to help us in our quest to better the investment Finally, you will excel if you continuously strive to put your clients

*Why Our Client:*
Our client is a different kind of investment They don t come from Wall Street, nor do they believe they fit in with most of the finance industry, and they re proud of They work for a bigger purpose: bettering the investment From unmatched service to innovative perspectives on investing, it s the people that make our clients purpose After all, it s our clients people that enable them to offer the level of service that they And they invest in them accordingly, offering exceptional benefits like:

* 100% coverage of premiums for health, vision and dental insurance
* A 50% 401(k) match, up to the IRS maximum
* 20 days of PTO*, plus 9 paid holidays
* 8 week paid Primary Caregiver Parental Leave
* And much, much more

They also provide a cumulative, continuous learning and development framework customized for every This emphasis on personal and professional growth has yielded an award-winning work environment; theyre a Great Place to Work Certified, and The Oregonian named us as a Top
But in the end, it s not the perks that keep people at our They stay because they believe in their mission of service their employees want to make a difference in an industry that can do

* California employees accrue up to 17 days of PTO and 3 days of sick time per

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

5+ years of specifically selling to stock market investors Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations Experience bringing in new investor business Experience in high-volume phone activity and in-person meetings Record of six-figure earnings in each of the past 3 years (pay for production compensation model)

Employment Type

Full Time

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