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Business Development Officer

Robert Half Finance & Accounting • Spokane, WA

Posted 7 days ago

Job Snapshot

Accounting - Finance, Banking - Financial Services
Accounting, Finance

Job Description

Ref ID: 03650-0010948132

Classification: Financial Business Analyst

Compensation: DOE

A rare opening with a well-respected wealth management firm in Spokane is looking for a CLIENT RELATIONSHIP MANAGER! Job Summary includes, but not limited to: Client Relationship Managers are the primary executive of the client relationship and are the most experienced advisors in the firm. This position has responsibility for managing existing client relationships, formulating and implementing investment advice, and be a conduit to the technical specialists within our firm. Relationship managers are also expected to develop new client relationships and often work with other staff in client service delivery. (Note that position titles vary among firms; this position is also known as Wealth Manager, Investment Advisor, Financial Advisor, Financial Planner and Portfolio Manager.) Duties and Responsibilities Relationship Managers can expect to focus their work in the following areas: ? Client relationship development and management, including ongoing and regular client contact and communications ? Client service, including financial planning updates, investment portfolio changes and reviews, performance discussions, client education, identification of new client opportunities ? Client asset management, including coordination of complete financial planning and wealth management, cash flow analysis, estate planning, tax strategies, money accumulation plans, retirement plans, college savings plans The Relationship Manager position typically requires the following qualifications: ? Minimum 3-5 years? experience in investment management and/or financial advisory services with demonstrated ability to develop and manage plans and manage client relationships. Education and industry training may substitute for experience. ? Bachelor's Degree from an accredited college or university, preferably in finance/accounting or business. ? Preferred securities licensure (e.g., Series 7, 65, 63 etc.) ? Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning ? Financial planning, retirement planning, wealth management acumen, judgment and experience ? Technical expertise in qualified retirement plans desirable ? Knowledge of CRM software, performance management software ? Client centric commitment, strong customer service background, excellent communications and listening skills ? A team player with leadership skills, self-motivated ? Desire/ability to work successfully in a small company environment in our community ? Successful candidate will have the ability to organize and prioritize client load Salary and Benefits Pay/benefits are competitive based on industry standards. ? Salary will be based on experience and assets under management ? Quarterly bonus ? Benefits include health care, 401(k), profit sharing, and parking ? Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities [If applicable] ? Supportive TEAM atmosphere ? Many learning opportunities

Job Requirements

Investment Banking, Investment Financial Modeling, Investment Financial Analysis, Investments, Investment Portfolio, Investment Operations

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
Job ID: 03650-0010948132
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