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Client Relationship Manager
Help conduct the smooth operation of a fast-paced and friendly financial planning office. The intent of this position is to help create capacity allowing the advisor to focus more time and energy on serving clients well and growing the practice. You will be instrumental in managing basic practice functions and nurturing client relationships. You will assist in daily business operations such as scheduling, answering phones, maintaining files, greeting clients, and coordinating events. Starting Pay Range: $40,000-$70,000 (based on experience and licensing) Other Benefits: Flexible hours Potential to work part-time from home (after completed training) Access to employer-subsidized medical/retirement benefits Business casual work environ
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