06/30/2022
A small, patriotic employer in search of full-time, work from the office, mature team member to join our close-knit organization.
During your interview, you will be asked a lot of questions about who you are as a person, what you’re looking for in a career, and what you can bring to the organization as a whole. What you will not be asked about is your personal health history because that is none of our business. We do not care one way or the other and respect every individual's right to choose what is most appropriate for them.
Work Schedule: Monday - Friday from 8:00 a.m. to 5:00 p.m.
Atmosphere: Business Professional.
Virtual or In-Person: In Person! We like people.
Culture: Driven individuals passionate about providing value and changing lives.
This position is for a Relationship Manager.
A Relationship Manager in our organization is responsible for handling client relationships and facilitating solutions for the expressed and unexpressed needs of our clients. The relationship manager will spend a lot of time working closely with clients in Alaska and throughout the United States so they must be good with people and hold themselves to a high standard of professionalism - this includes adherence to a business professional environment and dress code.
Emotional intelligence skills needed
A relationship manager team member must has a natural aptitude for emotional intelligence.
Social skills: Social influence is critical to the relationship-building that is necessary for these aims.
Self-awareness: With self-awareness, you want to know your strengths, weaknesses, values and the impressions you have upon others, which are, in essence, an essential part of good intuition. When you have self-awareness, you may appear confident and receptive to constructive criticism.
Empathy: Empathy implies having an insight into the emotional state of others. With emotional intelligence, an understanding of emotions is critical when making decisions and helping others.
Self-management: When you can put self-management into practice, you display an ability to redirect disruptive moods and impulses. Self-regulation means not allowing emotions to get the best of you.
Motivation: With motivation, there is a sense of accomplishment, and reaching goals is enjoyed for the sake of the achievement alone. A motivated, emotionally intelligent individual works with passion and portrays an optimistic perspective to management. There is intrinsic energy to continue improving oneself and the business.
Job Duties and Responsibilities
Organizing meetings, including scheduling, sending reminders, etc.
Answering phone calls in a polite and professional manner - escalating or de-escalating as needed
Prioritizing the most sensitive matters for the Financial Advisors
Maintaining comprehensive and accurate records
Ex*****on of tasks in the most efficient manner possible
Understanding and reviewing client records for accuracy and preparation for the financial plan
Identifying solutions to complex problems
Employer Benefits
Salaried Position
Tiered paid time off policy based on length of service
Annual conference or continuing education allowance
Career path to becoming a Financial Paraplanner Qualified Professional, or FPQP® program,
401(k) retirement plan
Personal Financial Planning
