Skwealth
Client Relationship Manager
Skwealth, Providence, Rhode Island, United States,
SK Wealth Management, LLC, a comprehensive personal financial planning and investment management services firm, located in Providence, RI, is currently seeking a qualified individual to serve as a
Client Relationship Manager
to work as part of the SK Wealth team to deliver the outstanding advice and service we’ve become known for.Position Description
Be an integral part of our Diamond Team approach to serving our clients. This structure allows us to accommodate continued growth while providing a clear career path for our team members.Lead client relationships and the development of their plans along with financial planners and associate financial planners on the client team.Coordinate with our clients’ other professionals (attorneys, accountants, etc.) to ensure clear communication and implementation of financial planning strategies.Foster relationships with other professionals and with our client base in an effort to generate referrals for prospective clients.Utilize our top-of-the-line tech tools to efficiently provide value to our clients:CRM – Advisor EngineFinancial Planning Software – eMoneyRisk Tolerance Questionnaire – Orion Risk IntelligencePortfolio Management – OrionTax Analysis – HolistiplanAbout our process:
Our financial planning process, The Integrated Financial Advantage, is intentionally designed to cover all aspects of a client’s financial life. Over the past 25 years, this process has continuously provided value for our clients, allowing us to grow into the award-winning firm we are today. This process covers investment planning, tax planning, estate planning, risk management, education funding, and charitable giving, and a qualified candidate will already have experience in these areas.If you are looking for a sales position, this is not the job for you. However, if you are looking to join a dynamic team of financial planners that will provide you with an opportunity to grow, learn, and sharpen your skills, this is a great opportunity. If you’ve been looking for your next big opportunity, you can stop looking now.Skills critical to success in this role include:
Excellent communication skills, the ability to define objectives, assess probabilities, and establish specific priorities; as well as the ability to quantify rank order priorities to develop complex strategies for clients.Ability to itemize procedures and bring focus and closure to projects to ensure that clients’ goals are met and effective financial planning strategies are created.Candidates should have:
The CERTIFIED FINANCIAL PLANNER (CFP) designation.At least ten years’ experience working in the financial services area.Bachelor’s degree is required.Experience with working with retirement plan design and retirement plan participants is preferred.SK Wealth Management, LLC, an affiliate of Sansiveri, Kimball & Co., LLP, has recently been recognized as one of the “2023 Best Places to Work” by Providence Business News and Best Companies Group. Sansiveri is also a nine-time recipient of the “When Work Works/Alfred P. Sloan Award for Workplace Flexibility” – this award ranks our firm in the top 20% of employers nationally in terms of programs, policies, and culture for creating an effective and flexible workplace. SK Wealth offers a highly professional and employee-friendly workplace with competitive salary, benefits, and opportunities for advancement.
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Client Relationship Manager
to work as part of the SK Wealth team to deliver the outstanding advice and service we’ve become known for.Position Description
Be an integral part of our Diamond Team approach to serving our clients. This structure allows us to accommodate continued growth while providing a clear career path for our team members.Lead client relationships and the development of their plans along with financial planners and associate financial planners on the client team.Coordinate with our clients’ other professionals (attorneys, accountants, etc.) to ensure clear communication and implementation of financial planning strategies.Foster relationships with other professionals and with our client base in an effort to generate referrals for prospective clients.Utilize our top-of-the-line tech tools to efficiently provide value to our clients:CRM – Advisor EngineFinancial Planning Software – eMoneyRisk Tolerance Questionnaire – Orion Risk IntelligencePortfolio Management – OrionTax Analysis – HolistiplanAbout our process:
Our financial planning process, The Integrated Financial Advantage, is intentionally designed to cover all aspects of a client’s financial life. Over the past 25 years, this process has continuously provided value for our clients, allowing us to grow into the award-winning firm we are today. This process covers investment planning, tax planning, estate planning, risk management, education funding, and charitable giving, and a qualified candidate will already have experience in these areas.If you are looking for a sales position, this is not the job for you. However, if you are looking to join a dynamic team of financial planners that will provide you with an opportunity to grow, learn, and sharpen your skills, this is a great opportunity. If you’ve been looking for your next big opportunity, you can stop looking now.Skills critical to success in this role include:
Excellent communication skills, the ability to define objectives, assess probabilities, and establish specific priorities; as well as the ability to quantify rank order priorities to develop complex strategies for clients.Ability to itemize procedures and bring focus and closure to projects to ensure that clients’ goals are met and effective financial planning strategies are created.Candidates should have:
The CERTIFIED FINANCIAL PLANNER (CFP) designation.At least ten years’ experience working in the financial services area.Bachelor’s degree is required.Experience with working with retirement plan design and retirement plan participants is preferred.SK Wealth Management, LLC, an affiliate of Sansiveri, Kimball & Co., LLP, has recently been recognized as one of the “2023 Best Places to Work” by Providence Business News and Best Companies Group. Sansiveri is also a nine-time recipient of the “When Work Works/Alfred P. Sloan Award for Workplace Flexibility” – this award ranks our firm in the top 20% of employers nationally in terms of programs, policies, and culture for creating an effective and flexible workplace. SK Wealth offers a highly professional and employee-friendly workplace with competitive salary, benefits, and opportunities for advancement.
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