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Client Relationship Manager/Financial Advisor
Freedom Street Partners, LLC (FSP) is a fast-growing practice with great team culture and client-first focus. Our services are comprehensive and cover all phases of life, from planning for children’s education to designing a comfortable retirement. We are currently at $2 billion in assets under management and continue to grow at a fast pace through organic growth, mergers, and acquisitions. We are seeking someone that wants a long successful career within our organization and has the ability and desire to be a highly motivated team player. The right candidate will have a bright future and multiple advancement opportunities.
We are seeking a Client Relationship Manager to work alongside a Senior Financial Advisor and Client Services Associate to help execute all aspects of the client experience, including providing financial advice and service to an already established and mature client base. No sales or new client acquisition results will be required.
Duties and Responsibilities:
- Maintain existing client relationships through proactive contact, processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
- Maintain strong relationships with client base and identify services and solutions that will support clients’ needs
- Design financial plans including a comprehensive review of the client’s goals and objectives, retirement and education planning, cash and liability strategies, tax planning and risk management.
- Analyze investment portfolios to determine appropriate investment solutions based on the client’s goals and objectives, risk tolerance and timeframe.
- Monitor the client’s portfolio and make recommendations consistent with changes in economic and financial conditions, as well as the client’s needs and objectives.
Qualifications:
The Client Relationship Manager must have the following qualifications to be considered:
- Bachelors Degree in business or related field is preferred
- Series 7, 66, and Life and Health Insurance licenses
- Detail-oriented with superior organizational skills and ability to prioritize tasks
- Follow-up to ensure resolution and completion of tasks
- Strong analytical skills and problem-solving abilities
- Highly motivated with excellent time management and communication skills
- Microsoft Office experience
- Understanding of economics and financial markets, financial planning strategies and investments solutions
- Additionally, candidate must submit a 30 second video recording along with resume introducing yourself to Freedom Street Partners
Location:
Our Culpeper, VA branch office
Salary commensurate with experience
EQUAL EMPLOYMENT OPPORTUNITY
Job Type: Full-time
Pay: Commensurate with experience
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Education:
- Bachelor’s (Preferred)
Experience:
- Sales Experience: 1 year (Preferred)
Work Location:
- One location
Company’s website:
- www.freedomstreetpartners.com
Work Remotely:
- No
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Freedom Street Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
Headquarters 1214 Progressive Dr. Suite 200 Chesapeake, VA 23320
P: 757.977.0998
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience level:
- 1 year
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Travel requirement:
- Up to 25% travel
Education:
- Bachelor’s (Preferred)
Experience:
- Financial Sales: 1 year (Preferred)
License/Certification:
- Series 66 and Series 7 licenses? (Required)
Work Location: One location
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