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Client Relationship Manager

temecula, ca • Posted 1 weeks ago

Hybrid Full Time Communication & PR

2 days ago Be among the first 25 applicants

La Pointe Wealth Advisors provided pay range

This range is provided by La Pointe Wealth Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $150,000.00/yr

Direct message the job poster from La Pointe Wealth Advisors

We are a top LPL Financial firm seeking a driven and detail-oriented Relationship Manager to join our team. As you get acclimated in this role, your initial focus will be on executing daily portfolio trading tasks and supporting our seasoned financial advisors in preparing comprehensive financial plans. As you demonstrate proficiency and an unwavering commitment to our core values—especially integrity—you will progressively engage more in direct client interactions, ultimately meeting clients on your own.

Qualifications:

Strong communication and interpersonal abilities, with a natural aptitude for building trust and rapport.
Bachelor’s degree in Finance, Business Administration, Economics, or a related field
Basic understanding of financial products and a keenness to learn more within a dynamic environment.
Securities and Insurance Licenses, or at least intent to obtain

Responsibilities:

Management and execution of daily portfolio trading tasks for the firm
Preparation and maintenance of financial plans
Handle high-level projects for clients/advisors
Assist with client events as needed

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Sales, Business Development, and Customer Service
Industries
Investment Advice and Financial Services

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