Now Hiring - Proviant Group - Client Relationship Manager in Wellesley Hills, MA

Full description of the position

Summary: Join our high performing and Forbes recognized "Best in State Wealth Management Team' as a Client Relationship Manager. Elevate your career in a culture focused, mission and values driven environment that leverages your unique skills and contributions alongside other dynamic professionals.

Benefits

:

• Remote & hybird work available
• Health dental & vision insurance
• Health savings account
• 401k with company match
• Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
• Paid incentive programs
• Paid time off & holidays
• Paid volunteer opportunities
• Company donation match Primary

Responsibilities

:

• Serve as primary case manager for clients with support.
• Develop technical expertise in all areas of the financial planning process, utilizing tools and systems provided by the practice, to ensure planning meetings are productive and successful.
• Participate in client visits as appropriate and provide summary letters following all visits with clients.
• Provide proactive client communication while anticipating the unique needs of each client.
• Utilize and understand unique tools and processes available.
• Perform other duties as assigned by the Financial Advisor(s) or other leaders. Job Type: Full-time Pay: $60,000.00 - $110,000.00 per year

Benefits

:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance Schedule:
• Monday to Friday Work Location: Hybrid remote in Wellesley Hills, MA 02481