Golden Pond Wealth Management · 1 week ago
Relationship Manager
Waterville, ME
Full-time
Hybrid
Entry, Mid Level
2+ years expGolden Pond Wealth Management is dedicated to maintaining strong client relationships, and they are seeking a Relationship Manager to support their financial advisors. The RM will address client inquiries, prepare presentations, and assist in financial planning while managing client accounts and onboarding processes.
Financial Services
Responsibilities
Address clients’ administrative questions & concerns
Preparing client and prospect presentations
Executing transactions & manage cash balances
Oversee onboarding of new clients as directed by the advisors
Manage account contributions, withdrawals, and gifts
Assist advisors with developing financial plans
Qualification
Required
Holds FINRA Series 7 & 66 licenses (and SIE, if applicable) or is willing to obtain licenses within first six months
Excellent organizational and communication skills
Bachelor's degree required
Preferred
Preference given to candidates with a minimum of two years in a support, sales or administrative role in financial services environment, with consideration given to other service industry experience
Proficiency in Microsoft Office preferred (Excel, PowerPoint, etc.)
Benefits
401K with matching and profit sharing
100% company paid health insurance for employee
Disability insurance
Paid time off and sick leave
Work schedule includes flex time and potential for partial remote work
Company
Golden Pond Wealth Management
Collaborating with our partners, our innovative and old fashioned capabilities result in a portfolio custom tailored to your goals and priorities.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase