The Capital Chart Room LTD · 1 week ago
Financial Planning Client Relationship Manager
Fort Worth, TX
Full-time
Onsite
Senior Level
5+ years expThe Capital Chart Room is seeking a dynamic Client Relationship Manager to facilitate face-to-face client meetings. The role involves building respected relationships with existing and prospective clients and advisors, leading the client’s existing advisors to develop tailored recommendations, and assisting in executing the firm’s events.
AdviceFinancial ServicesPersonal Finance
Hiring Manager
Angela Walthall
Responsibilities
Build respected relationships with existing and prospective clients and advisors through prompt, clear, and concise communication
Lead the client’s existing advisors to develop tailored recommendations
Assist in executing the firm’s annual Fort Worth Business Owners’ Summit and monthly Bigger Than Business Podcast
Qualification
Required
Proven experience (5-7 years) in the financial planning profession as a client relationship manager/advisor
Ability to simplify complex financial concepts for clients
Enthusiasm for community engagement and networking
Microsoft 365 Suite/Excel Proficient
Preferred
A Certified Financial Planner® is preferred, or the candidate must be willing to obtain the marks shortly after being hired
Company
The Capital Chart Room LTD
WHO are our clients? Owners of successful private businesses experiencing growing complexity in their ventures.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase