Wealth Management RELATIONSHIP MANAGER/Financial Planner

Greensboro, NC

Posted: 07/08/2019 Industry: Employee Benefits & Retirement Services Job Number: 3.20 1 KEF Pay Rate: $80,000 - $110,000



Work directly with HIGH NET WORTH clients handling various responsibilities including:

  • Open new accounts, input relevant data into financial planning software
  • Design financial plan, select stocks
  • Collaborate with Financial Advisors to communicate financial plan design
  • Participate in client meetings with Financial Advisors to communicate model portfolio information
  • Manage the client follow up activities




  • Bachelor’s degree, preferably with an emphasis in financial planning
  • Certified Financial Planner (CFP) ideal
  • 5+ years of relevant experience preferred, financial services, financial planning, investing, insurance.
  • Technology savvy proficient with Microsoft Office and eMoney financial planning tools preferred or experience with other financial planning software
  • Good communicator with superior oral & written communication skills
  • Exceptional attention to every detail and a commitment to be error-free
  • Strong prioritization skills; able to manage many time-sensitive tasks simultaneously
  • Well organized; enjoys keeping accurate and detailed records
  • High standards of professionalism (dress, manners, conduct, speech)
  • Positive attitude and a team player




Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.