Now Hiring - Proviant Group - Client Relationship Manager in Wellesley Hills, MA

Full description of the position

Summary:

Join our high performing and Forbes recognized "Best in State Wealth Management Team' as a Client Relationship Manager. Elevate your career in a culture focused, mission and values driven environment that leverages your unique skills and contributions alongside other dynamic professionals.

Benefits:

• Hybrid work available
• Paid company incentives
• Paid time off/paid holidays
• Paid volunteer opportunities
• Company donation match
• Health, Vision & Dental Insurance
• Health Savings Account
• 401k & Company Match
• Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
• Company outings

Primary Responsibilities:

• Serve as primary case manager for clients with support.
• Develop technical expertise in all areas of the financial planning process, utilizing tools and systems provided by the practice, to ensure planning meetings are productive and successful.
• Participate in client visits as appropriate and provide summary letters following all visits with clients.
• Provide proactive client communication while anticipating the unique needs of each client.
• Utilize and understand unique tools and processes available.
• Perform other duties as assigned by the Financial Advisor(s) or other leaders.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Financial services: 2 years (Required)
• Customer relationship management: 2 years (Required)

License/Certification:

• Series 7 (Required)
• Series 66 (or Series 65 & 63) (Preferred)
• State Insurance- Life, Accident & Health (Preferred)

Work Location: Hybrid remote in Wellesley Hills, MA 02481