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Regency Investment Advisors · 1 month ago

Relationship Manager for Retirement Plans & Wealth Manager

Fresno, CA

Full-time

Onsite

Senior Level

$140K/yr - $170K/yr

5+ years exp

Regency Investment Advisors is seeking a Relationship Manager for Retirement Plans & Wealth Manager to join their corporate retirement plan team. This role involves guiding private clients in financial decision-making and managing relationships with both retirement plan and private clients, focusing on business development and personalized financial planning.

ConsultingFinancial ServicesProfessional Services

Responsibilities

Client Relationship Management – Business owners and employees

Leads Trustee Meetings and Employee education

Leads Retirement Plan client day to day plan management and issue resolution

Client Relationship Management - Private clients

Business Development, Prospecting and Referrals

Lead Trustee Meetings & Participant Education and lead day-to-day plan management and issue resolution

Client Relationship Management with a focus on communication and problem resolution to guide retention

Building strong relationships with private clients, understanding their unique financial goals and needs

Strategic Financial Planning – develop financial plans tailored to private clients, considering factors like retirement planning, investment strategies, estate planning and tax optimization

Industry expertise – understanding client investment portfolios, market trends, investments

Business Development and Referrals – Identify opportunities for growth, foster relationships with local COIs, cultivate enduring relationships with existing clients

Qualification

Client Relationship ManagementStrategic Financial PlanningBusiness DevelopmentCFP CertificationInvestment/Wealth ManagementERISA Qualified Plan ExperienceClient Centric AttitudeCalifornia IAR RegistrationBachelor’s DegreeAIFQKA DesignationCPA DesignationLeadership AbilitiesEffective CommunicationInterpersonal SkillsAttention to Detail