More jobs:
Financial Planning Client Relationship Manager
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-01-05
Listing for:
The Capital Chart Room LTD
Full Time, Seasonal/Temporary
position Listed on 2026-01-05
Job specializations:
-
Sales
Client Relationship Manager, Business Development -
Business
Client Relationship Manager, Business Development
Job Description & How to Apply Below
Financial Planning Client Relationship Manager
The Capital Chart Room is seeking a dynamic Client Relationship Manager to facilitate face-to-face client meetings. Ideal candidates will be able to: build respected relationships with existing and prospective clients and advisors through prompt, clear, and concise communication; lead the client’s existing advisors to develop tailored recommendations; and assist in executing the firm’s annual Fort Worth Business Owners’ Summit and monthly Bigger Than Business Podcast.
Qualifications:
- Proven experience (5-7 years) in the financial planning profession as a client relationship manager/advisor.
- Ability to simplify complex financial concepts for clients.
- Enthusiasm for community engagement and networking.
- A Certified Financial Planner® is preferred, or the candidate must be willing to obtain the marks shortly after being hired.
Click or copy/paste this link to apply:
Seniority level:
Mid-Senior level
Employment type:
Full-time
Job function:
Sales and Business Development
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