The Senior Relationship Manager actively assists in the servicing of firm clients by providing ongoing contact and client support. This individual is responsible for retaining and developing client relationships and providing investment guidance utilizing the firm's portfolios.
Ideal candidate will have 5 - 7 years experience in a Relationship Management, Paraplanner or similar role and will exhibit an ability to provide sound investment and/or financial planning recommendations to clients, have excellent communication skills, good judgment, and the ability to take initiative. Must be organized, able to multi-task, and exhibit a strong attention to detail.
This is an excellent position for someone who has been working with clients in the financial services industry and wishes to take steps toward becoming a Financial Planner or Wealth Adviser.
Bachelor's degree or equivalent educational background, experience and/or training.
Must have 5-7 years as a Relationship Manager, Paraplanner, or similar position within the financial services industry.
Strong comprehension of investments and portfolio management.
Comprehensive knowledge of financial industry and financial tools and services.
Series 65 or 66 and/or Certified Financial Planner designation.
Additional Salary Information: Salary commensurate with experience
About the company Founded in 2005, United Capital is the first and largest Financial Life Management firm in the U.S., with more than 80 offices nationwide and more than $16 billion in assets under management.
We’re here to improve people’s lives by bringing truth, understanding and discipline to the financial choices they make every day. We’ve created simple, yet powerful tools and processes t...o uncover the “why” behind your money. From there, we tailor advice, a financial plan and an investment strategy to help you meet your life goals — not just your financial goals.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.