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:
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:
Supplemental Pay:
Ability to commute/relocate:
Education:
Experience:
Work Location: One location