NettWorth Financial Group Looking for Financial Relationship Manager at Laguna Niguel, CA Full Time

Job Description

Job Title: Financial Relationship Manager

Report To: Financial Advisor

Job Status: Part-time (30 hours per week)

Job Summary

NettWorth Financial Group is seeking a Financial Relationship Manager. This role would be in office 1 day a week and remote the rest of the week. The Financial Relationship Manager is responsible for providing excellent service, support, follow-through and administrative tasks with the purpose of delivering an exceptional client experience. The Financial Relationship Manager specializes in client experience to ensure that NettWorth Financial Group is an efficient and organized office allowing the advisors to focus on building client relationships.

Essential Duties and Responsibilities of the Financial Relationship Manager:

• Project management skills
• Excellent oral and written communication skills
• Energetic and outgoing personality with great interpersonal skills
• Excellent organizational, time management and multi-tasking skills
• Personable, approachable with a positive attitude
• Organized, meticulous, detail-oriented and able to multitask
• Ability to work some evenings and on weekend depending on event schedule
• Ability to work independently and under pressure in a fast-paced environment
• Professional attitude, demeanor and appearance

Education and Experience of the Financial Relationship Manager:

· High school diploma required; bachelor’s degree preferred.

· Client service/relationship management experience required.

· Experience in the financial services industry is preferred.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and NettWorth Financial Group are not affiliated.

Job Type: Part-time

Pay: $40,000.00 – $60,000.00 per year

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• Laguna Niguel, CA 92677: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Required)

Experience:

• Client Service: 1 year (Required)

Work Location: One location