Maine's Capital Area

Job Summary
The Relationship Manager strives to be their clients' “go-to” person for all matters that do not require the financial advisor. They will work to maintain positive, productive relationships with client families, non-profits and other organizations. The RM also fills a critical role internally by supporting the advisor’s efforts in portfolio management and financial planning.

Duties

• Address clients’ administrative questions & concerns
• Preparing client and prospect presentations
• Executing transactions & manage cash balances
• Oversee onboarding of new clients as directed by the advisors
• Manage account contributions, withdrawals, and gifts
• Assist advisors with developing financial plans

Qualifications

• Preference given to candidates with a minimum of two years in a support, sales or administrative role in financial services environment, with consideration given to other service industry experience
• Holds FINRA Series 7 & 66 licenses (and SIE, if applicable) or is willing to obtain licenses within first six months
• Excellent organizational and communication skills
• Proficiency in Microsoft Office preferred (Excel, PowerPoint, etc.)
• Bachelor’s degree required

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) 4% Match
• Dental insurance
• Health insurance
• Paid time off
• Volunteer time off

Work Location: In person