Relationship Advisor

Job Description

Job Description

Established investment advisory practice seeking a Relationship Advisor to join our team and assist servicing client accounts. No prospecting required.

Responsibilities:

· Assessing clients’ financial situations

· Understanding clients’ needs and goals

· Providing guidance on financial products

· Promptly responding to client inquiries

· Building long-term client relationships

· Staying updated on industry trends

Requirements:

· Previous experience in financial services, banking, or related fields

· Securities licenses greatly preferred

· Ability to prioritize and multitask

· Excellent written and verbal communication skills

· Strong attention to detail

· Strong people and organizational skillsCompany Description

Investment advisory practice