Job description

About us:

All Seasons Wealth is an asset management company for high and ultra-high net worth individuals, families, and institutions. We take an intentional and transparent approach when giving financial advice to our clients.

Requirements:

Undergraduate and licensed (SIE, 7, 66)

Job Description:

We are looking to grow our Williamsport, MD. branch.

Full-time Client Relationship Manager position, direct responsibilities are assisting a licensed Financial Advisor with an existing book of business. Daily tasks include answering client phone calls, scheduling meetings, submitting trade requests, working closing with the existing team of CRMs and Advisors.

There is a potential to both be handed or be encouraged to bring clients in but it is not an active or necessary part of the position, if you have an interest in growing into an FA roll, we would love to help you grow!

Starting base of $60,000, willing to negotiate with experienced applicants

Job Type: Full-time

Pay: $60,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Paid training

Experience level:

• 3 years

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay
• Performance bonus

Education:

• Bachelor's (Required)

License/Certification:

• Series 7 (Required)
• Series 66 (Required)
• Securities Industry Essentials (Required)

Work Location: In person

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