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Relationship Manager

Company: Foronjy Financial
Location: Santa Barbara
Posted on: November 20, 2022

Job Description:

*Job Description: **Relationship Manager*As a Relationship Manager, you will be facilitating relationships with Foronjy Financials most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Foronjy Financial. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.*The Expertise Were Looking For** FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire* 1-3 years in financial services with an emphasis in providing an excellent customer experience* Planning experience and knowledge of financial markets and products* Strong social skills and the ability to deliver highly personalized service to each client* Ability to find success in a detail-oriented, dynamic, deadline driven, and compliance-minded environment* Ability to think creatively and be comfortable making decisions with the support of your team* Customer service, phone, or financial services experience will prepare you for this role* Banking, insurance, or financial experience is an excellent addition to your experience* Degree and/or other professional certifications are helpful*The Purpose of Your Role*The Relationship Manager is a pivotal role within the office team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the clients needs top of mind.As a subject matter specialist in compliance, money movement and new client onboarding, you will partner with your colleagues to create an atmosphere of professionalism and familiarity with every new and existing client. Your contribution to our success is through identifying opportunities to deepen relationships, and providing a world class experience.*The Skills You Bring** You are able to facilitate setting targeted appointments that improve engagement with clients* You are client oriented and bring great perspective on financial planning* You have a vested interest in being an advocate for your clients* You are professional with a polished communication style compatible with high net worth clientele* Superb interpersonal skills and passion to engage with clients* An aptitude to assess client needs and identify opportunities* Remarkable attention to detail and ability to prioritize* Organizational skills to manage multiple tasks* Being coachable and collaborative*The Value You Deliver** You are key to the Foronjy Financial relationship strategy* Deepening client relationships through long term mentorship* Collaborating with the Relationship Manager team* Being responsible for the client contact strategy* Building long-lasting meaningful relationships with clients* A key member of the team, you are offering support to Fidelitys most valuable clients daily* By identifying leads and making effective introductions, you are directly impacting the success of the office* Your efforts will be valued by clients and you will find working with those clients a rewarding experience* As a technology champion for the office, you will be an early adopter of technology and share what you have learned with the team*Certifications: *Series 07 - FINRA, Series 63 - FINRA, Series 65 FINRA*Company Overview*Foronjy Financial is a privately held company with a focus on helping people improve their quality of life through investments and planning for their future.*Join Us*At Foronjy Financial, you'll find the opportunity to build a meaningful career that positively impacts peoples' lives.Job Types: Full-time, Part-timePay: $30.00 - $70.00 per hourBenefits:* 401(k)* Health insurance* Paid time off* Professional development assistance* Retirement planSchedule:* 4 hour shift* 8 hour shift* Day shift* Monday to Friday* No weekendsCOVID-19 considerations:Our offices are open, well lit, well ventilated, with HVAC systems upgraded with UV Lamps as well as high end air filters. We do not require employees or clients to wear masks upon entry, however we strongly encourage you to stay home when feeling ill.Ability to commute/relocate:* Santa Barbara, CA 93101: Reliably commute or planning to relocate before starting work (Required)Education:* Bachelor's (Preferred)Experience:* Financial services: 1 year (Required)Work Location: One location

Keywords: Foronjy Financial, Santa Barbara , Relationship Manager, Executive , Santa Barbara, California

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