Fluent Financial

We are a Dallas-based wealth management firm that provides investment advice, comprehensive tax strategies, and financial planning services.. Financial Client Relationship Manager.. By serving as a value-added resource in this area, the position drives Firm productivity by ensuring a thorough review of case options and the best possible solutions for each Client presentation with the intent of addressing the client's holistic planning needs.. Series 7 and 66 OR Series 65 preferred, industry experience could substitute. Proficiency with Schwab and Orion software preferred

client relationship manager

We are a Dallas-based wealth management firm that provides investment advice, comprehensive tax strategies, and financial planning services. We are looking for a dynamic team player to join our firm.
We are actively seeking a Financial Client Relationship Manager . This position provides support by performing case analysis tasks that enable the exploration of viable financial solutions for Clients. By serving as a value-added resource in this area, the position drives Firm productivity by ensuring a thorough review of case options and the best possible solutions for each Client presentation with the intent of addressing the client's holistic planning needs.
RESPONSIBILITIES:
Collects, validates, and analyzes financial data
Inputs data into financial planning software and develops initial planning recommendations
Assists with ongoing net worth and portfolio monitoring and plan and account maintenance
Interacts with other team members to coordinate the delivery of service to clients
Provides ongoing support of client relationships, handles day-to-day client requests and issues
Additional projects as assigned
REQUIREMENTS:
Minimum two years of experience in industry or similar role
Series 7 and 66 OR Series 65 preferred, industry experience could substitute
Bachelor's degree in financial planning or related field preferred
Highly proficient in Microsoft Excel, proficient in the Microsoft Office suite
Proficiency with CRM software, specifically Redtail
Proficiency with Schwab and Orion software preferred
Strong understanding of securities and insurance products as well as financial planning process
Ability to manage multiple client cases at once
Must be a self-starter
Must have excellent organizational, communication and client relationship skills
Ability to work independently but also able to function as a contributing team member
Strong attention to detail and ability to follow through on projects effectively
Perks of working with our firm:
Competitive salary (Competitive with industry standards depending on experience)
Paid Time Off
Paid holidays
401(k) and Profit-Sharing plan with 7.5% match
Quarterly bonus structure
Medical Coverage
Educational stipend of $2,000 per year
Parental leave
Health insurance
Retirement benefits or accounts
Gym memberships or discounts
Flexible schedules
Workplace perks such as food/coffee and flexible work schedules
Work Location:
In-person at our office (75254); no remote opportunities available
Note: Only qualified candidates will be contacted.
Job Type: Full-time
Pay: $52,000.00 - $62,000.00 per year
Schedule:
Monday to Friday
Supplemental pay types:
Bonus opportunities #J-18808-Ljbffr

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