Relationship Manager | Baton Rouge, LA (Onsite)
CEG’s client is seeking a Relationship Manager to join a dynamic team in Baton Rouge! Our client is a distinguished wealth management and leadership firm dedicated to helping clients align their wealth with their values and achieve their life goals. This company takes a refined and proven approach that delivers personalized solutions that lead to more clarity, certainty, and confidence in their client’s financial journey. Additionally, this role offers the opportunity to learn from industry experts in an environment that offers exponential professional growth.
The Relationship Manager will play a pivotal role in understanding and addressing a client’s unique financial needs and aspirations. The Relationship Manager will be a part of a team that actively advocates for clients’ goals and collaborates with experts to ensure their financial success. The ideal candidate will possess an ability to effectively connect and listen to clients to form strategic wealth management plans that transform their clients’ lives.
Key Responsibilities:
- Engage in active listening when working closely with clients to understand their financial goals, concerns, and values.
- Develop and implement personalized wealth management strategies that align with clients’ objectives.
- Collaborate with an elite team of experts to optimize clients’ financial plans.
- Provide ongoing financial advice and guidance, proactively identifying opportunities and risks.
- Deliver exceptional service and build strong, long-lasting client relationships.
- Monitor and review client portfolios, making adjustments as needed to stay aligned with goals.
- Stay current with industry trends, tax laws, and financial regulations to provide informed advice.
Qualifications:
- Bachelor’s degree or relevant industry experience.
- Certified Financial Planner (CFP) certification is preferred.
- Strong understanding of financial planning, investment strategies, and tax planning.
- Excellent interpersonal and communication skills.
- Ability to work collaboratively in a team environment.
- Strong analytical and problem-solving abilities.
- Demonstrated commitment to ethical and fiduciary responsibilities.