Relationship Manager
J.
Gaudet Associates, Inc.
is working with HM Payson to manage its search for a Relationship Manager.
About the RoleHM Payson Relationship Managersproactively build and maintain personalized relationships with private clients and collaborate with client service professionals to provide integrated wealth management services consistent with each private client's goals.
QualificationsA bachelor's degree and CFP or CPA designation and ten or more years' experience working in a wealth management firm or CPA firm, with five or more years' private client wealth management experience, required.
Comprehensive industry and investment knowledge, highly effective communication, critical thinking, and relationship management skills are also required.
About YouYou are passionate about helping your clients and their families live better lives.
You enjoy working in a professional, collaborative, and supportive team environment.
You are entrepreneurial and willing to be challenged to make tomorrow better than yesterday.
People love working with you.
Does this describe you? If you answer Yes, we want to hear from you!About HM PaysonSince 1854, we have earned and sustained the trust of individuals, families, institutions, and municipalities by pursuing each client's best interest with independence, integrity, and discipline.
To ApplyIf you are a talented and experienced Relationship Manager looking for an opportunity to join a dynamic and growing firm, please email your resume to email protected HM Payson is an equal-opportunity employer.
We value diversity and are committed to creating an inclusive and supportive workplace.
#J-18808-Ljbffr Recommended Skills Business Relationship Management Certified Financial Planner Communication Critical Thinking Customer Service Entrepreneurship Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
Gaudet Associates, Inc.
is working with HM Payson to manage its search for a Relationship Manager.
About the RoleHM Payson Relationship Managersproactively build and maintain personalized relationships with private clients and collaborate with client service professionals to provide integrated wealth management services consistent with each private client's goals.
QualificationsA bachelor's degree and CFP or CPA designation and ten or more years' experience working in a wealth management firm or CPA firm, with five or more years' private client wealth management experience, required.
Comprehensive industry and investment knowledge, highly effective communication, critical thinking, and relationship management skills are also required.
About YouYou are passionate about helping your clients and their families live better lives.
You enjoy working in a professional, collaborative, and supportive team environment.
You are entrepreneurial and willing to be challenged to make tomorrow better than yesterday.
People love working with you.
Does this describe you? If you answer Yes, we want to hear from you!About HM PaysonSince 1854, we have earned and sustained the trust of individuals, families, institutions, and municipalities by pursuing each client's best interest with independence, integrity, and discipline.
To ApplyIf you are a talented and experienced Relationship Manager looking for an opportunity to join a dynamic and growing firm, please email your resume to email protected HM Payson is an equal-opportunity employer.
We value diversity and are committed to creating an inclusive and supportive workplace.
#J-18808-Ljbffr Recommended Skills Business Relationship Management Certified Financial Planner Communication Critical Thinking Customer Service Entrepreneurship Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
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