Client Relationship Advisor

Client Relationship Advisor The Client Relationship Advisor is responsible for delivering a high-quality, relationship-driven advisory experience to clients through a structured, segmentation-based service model. This role focuses on engaging existing and referred clients—particularly underserved and mass affluent households—by providing personalized financial planning, consistent outreach, and proactive service.

Unlike traditional business development roles, this position is primarily referral- and portfolio-driven, requiring strong independent work habits, disciplined follow-through, and the ability to manage a steady flow of assigned client relationships. The Client Relationship Advisor partners with branch teams and senior advisors to deepen relationships, identify growth opportunities, and ensure clients are aligned with appropriate wealth management solutions while maintaining a seamless and compliant client experience.

KEY RESULT AREAS
1. Client Engagement & Relationship Management Proactively engage assigned clients through phone, video, and in-branch meetings to ensure consistent, high-quality interactions

Conduct regular client reviews to assess financial goals, risk tolerance, and life-stage needs.

Maintain a structured outreach cadence, including follow-ups and proactive communication to strengthen client relationships.

Deliver a personalized, professional client experience that builds long-term trust and retention.

Manage multiple client relationships independently while ensuring timely and responsive service.

Partner with senior advisors to identify, segment, and transition clients into the appropriate service model
2. Financial Planning & Advisory Delivery Develop and present personalized financial plans aligned with client goals and objectives.

Translate complex financial concepts into clear, actionable recommendations for clients.

Identify gaps in client financial strategies and recommend appropriate solutions.

Support clients with investment decisions and process trades in accordance with policies and procedures.

Ensure client plans remain current and reflective of evolving financial circumstances.
3. Asset Growth & Solution Delivery Identify opportunities to consolidate external assets onto FSFM’s platform.

Cross-sell and refer clients to appropriate deposit, lending, mortgage, and insurance solutions.

Recognize and act on opportunities to deepen household relationships.

Contribute to revenue growth through effective execution of planning and solution delivery.
4. Operational Excellence, Compliance & Activity Management Accurately process client transactions, service requests, and account updates in accordance with company policies

Maintain detailed and organized client records within CRM systems to support efficient relationship management.

Demonstrate strong time management and organizational discipline in managing pipeline, follow-ups, and ongoing client needs.

Ensure consistent adherence to regulatory, compliance, and internal policy requirements.

REQUIRED KNOWLEDGE/EXPERIENCE Bachelor’s degree in Finance, Business, or related field preferred2–5 years of experience in financial services, banking, or wealth management preferredFINRA Series 7 and 66 licenses (or ability to obtain within 6 months)
Life, Health, and Annuity license (or ability to obtain within 6 months)
Strong knowledge of financial planning principles, investment products, and wealth management services

Ability to identify client needs through structured conversational discovery and analysis.

Experience using CRM systems, client tracking tools, and financial planning software.

High attention to detail in transaction processing and documentation accuracy

Clear and confident communication skills, with the ability to simplify complex financial concepts.

Strong organizational and time management skills with the ability to manage multiple client relationships independently.

Ability to travel occasionally within the First State footprint to support multiple locations and client needs.

PHYSICAL REQUIREMENTS Must be able to remain in a stationary position for long durations (e.g., 6-8 hours with breaks).Occasionally required to stand or walk…