Robert Half Finance & Accounting Client Relationship Manager/Financial Advisor in Ellicott City, Maryland
Robert Half is currently seeking a Client Relationship Manager/Financial Advisor for a growing wealth management and investment consulting firm. The Client Relationship Manager/Financial Advisor is responsible for assisting in all facets of client engagement, client set-up, data gathering, modeling, scenario building, financial planning and developing and monitoring investment portfolios. In addition to client focused tasks, the position will entail enhancing the client service program, developing internal policies and systems and quarterly client reporting. Duties and Responsibilities: ? Assist in managing client relationships, both individual and institutional. ? Assist in the preparation of client meetings – agenda, investment reports, financial plan, and financial analyses, etc. ? Participate in client meetings. ? Assist in monitoring and implementing changes to client portfolios. ? Assist/prepare financial analyses for both individual and institutional clients. ? Assist with back office tasks. ? Remain knowledgeable and up-to-date on personal financial planning techniques, investment philosophies, and changing regulation. Qualifications: ? Minimum of 5 years of experience in the financial services industry with a demonstrated ability to work with clients. ? Bachelor's Degree from an accredited college or university; CFP designation or other professional financial designations (preferred). ? Proficiency with Microsoft suite of tools (Word, PowerPoint, Outlook and highly proficient in Excel); Experience with financial planning, portfolio/investment research reporting and relationship management software. ? Financial planning/wealth management acumen, judgment and experience. ? Series 65 or 66 registration (preferred), or ability to obtain in 90 days. Life insurance license a plus (not required). ? Excellent written and verbal communication skills. ? Desire/ability to work successfully in a small company environment. Qualified candidates should apply or email their resume directly to Brittany.Clark@roberthalf.com ?
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company once again was named first in our industry on Fortune® magazine's list of "World's Most Admired Companies" (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.
© 2017 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
Req ID: 02000-0009351928
Functional Role: Accounting Clerk
City: Ellicott City
Postal Code: 21043
Compensation: $75,000.00 to $120,000.00 per year
Requirements: Financial Planning, Scheduling Appt - Calendar Management, Scheduling, Investment Portfolio, Portfolio Management, Portfolio Administration, Customer Service, Account Management, Investment Financial Analysis