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 and investment strategies
Domain
Wealth management / Financial advisory
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 in business
Technologies
None stated
Responsibilities
Advise clients on investment strategies, analyze client needs and opportunities, maintain client relationships, deliver presentations for business development, ensure regulatory compliance
Seniority
Mid-Senior, hands-on IC