Pottstown, Pennsylvania, 19464
Job description
Job Title: Relationship Manager
Take charge of expanding and nurturing a portfolio of high-net-worth clients by offering extensive financial strategies that encompass deposits, investments, and lending options. Work in partnership with internal teams to provide cohesive solutions while maintaining exceptional customer service and adherence to risk management protocols. Candidates should have a minimum of 4 years in customer service, alongside 3 years of experience in relationship management and product recommendations. Required certifications include FINRA Series 6, 63, and state insurance licenses, as well as SAFE registration.
STEMHUNTER is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and gender expression), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable equal employment opportunity and affirmative action regulations.
