Obsidian Planning Solutions, a financial planning firm located in Rockville, MD, is hiring a Senior Account Manager for the local office.

OPPORTUNITY:
As an Account Manager on our Relationship Management team, you will be a key liaison between our clients and our financial planning team. As your relationship builds with your clients, you will become their “go to” advisor for all their financial planning needs. Their trust in your ability to advise, direct and guide them in financial planning decisions and actions is essential to your success. Reporting to the President, your high level of professionalism may position you for future ownership opportunities.

No “book of business” is required, nor prospecting for new clients. Upsell within accounts only with the client’s best interest in mind. Provide confident, encouraging guidance to help clients make sound decisions that will achieve their personal financial goals.

KEY ACCOUNTABILITIES:

• Complete periodic client reviews to update financial plans.
• Advise, direct, and guide clients regarding action steps necessary to fulfill their financial goals.

• Follow up with clients to make sure recommendations from plans and reviews are completed.
• Build and maintain strong relationships with prospective and existing clients.

• Communicate updates to our financial planners and follow-up to make sure plan updates are performed timely.
• Provide clients with comprehensive product/service consultations and guide their decision-making process.
• Participate in community events and networking activities to increase awareness and presence in the community.
• Broaden existing relationships through solutions-based cross-sales.
• Complete software training on applications used in the management and delivery of our client services.

• Comply with all applicable financial compliance, regulations, company policies and procedures to serve the client’s best interest and enhance client satisfaction.

SUCCESS FACTORS:

• 8+ years of experience in financial planning, financial services, insurance, or banking.
• Bachelor’s degree is required.
• Certifications as CFP, CLU or CEXP.
• Financial planning software experience preferably with Advisor Engine, Net exchange, Naviplan and Morningstar.
• Great listener with outstanding relationship building skills.
• Confidence and decisiveness coupled with ability to positively influence people into action.
• Communicates and builds relationships effectively with external and internal professionals.
• Team player with initiative and strong work ethic.
• Solid organization skills to coordinate multiple weekly client meetings and follow-up steps.
• Problem-solver with a client focused mind-set.

COMPENSATION & BENEFITS:

Obsidian Planning Solutions will reward your experience and talents with an attractive compensation plan of $100K - $125K plus bonus incentives. You will also receive a benefit package that includes health insurance, paid holidays, 401(k) retirement plan and vacation time.

COMPANY:

Obsidian Planning Solutions is a boutique Registered Investment Advisor (RIA) firm in Rockville, MD, specializing in a holistic Lifestyle Protector Program™ for business owners and their families. Regionally based, Obsidian’s comprehensive financial services firm, specializes in estate, investment, retirement, and tax planning.  Focused on private wealth management, our mission is to help protect and grow our clients’ wealth so they can enjoy life to the fullest.

APPLY NOW:
If you are a growth-oriented professional who enjoys building client relationships, we encourage you to apply online now!

To learn more about Obsidian Planning Solutions, please visit: www.obsidianplanning.com

Tammy Prehoda, HR Consultant

Safari Solutions

search23@safarisolutions.com

Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter