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StoneX | Financial Advisor
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-02-07
Listing for:
BestForexBonus.com
Full Time
position Listed on 2026-02-07
Job specializations:
-
Sales
Client Relationship Manager
Job Description & How to Apply Below
Build relationships with assigned existing clients and well as develop new clients via face-to-face, digital and virtual sourcing strategies. Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Responsibilities- Oversee client experience, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the team to create, monitor, and adjust business plan to increase branch effectiveness and achieve desired business results.
- Develop tailored solutions for each client.
- Work with retiring advisors on an effective exit strategy and partnering plan.
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