Relationship Manager
Job Description
Relationship Manager – Oklahoma City, OK
A growing wealth management and retirement plan advisory organization is looking for a cornerstone position to add to their firm. This person will be instrumental in the building and growth of this organization by acting as the point person for all retirement plan relationships. This individual will be responsible for participant education and enrollments as well as overall client service and retention. In this role, you will provide financial advice, work on various retirement plan projects, and build lasting relationships with the employees and plan sponsors of the clients. This is NOT a sales role. The individual who is hired for this role will be part of the fabric of the organization.
Qualifications:
- Required Licenses: FINRA Series 6 or 7 is a plus
- Experience: 3+ years of experience in retirement plan service
Compensation:
$60,000-$90,000 and benefits
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