Investment Consultant - Relationship Manager
Core
Develop, maintain, and oversee relationships with new and existing clients to help them realize financial goals through individualized investment consulting and wealth management strategies.
Role type
Senior IC investment consultant (relationship manager)
Builds
Client financial plans, investment strategies, and presentations for business development
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Investment analysis, financial planning, client relationship management, regulatory compliance, business development, strategic advising
Preferred skills
FINRA registration experience, prior career success
Technologies
Financial planning tools, investment platforms
Responsibilities
Advise clients in accordance with team strategy, analyze investment opportunities and recommend strategies, prepare and deliver presentations for business development, comply with industry rules and regulations
Seniority
Mid-Senior, hands-on IC