Duties and Responsibilities
The Financial Planner/Relationship Manager will work within a team environment to understand client needs and maintain high service standards while increasing the efficiency of our firm. Duties include:
Client Service and Financial Planning
a. Develop, implement, monitor and manage unique financial plans based on to client’s specific financial goals and objectives.
b. Opening new accounts (Entering data in CRM (Client Relationship Management) software, completing forms, ensuring proper submission and completion of account opening process)
c. Manage client requests for account transfers, cash needs and RMDs, etc.
d. Monitor, update and manage client meeting and service call schedules
e. Be familiar with aspects of the Personal Financial Planning business in order to optimize opportunities to grow our firm.
a. Participate in networking groups and events (even via video)
b. Be engaged in civic or professional associations
c. Strive to introduce themselves and represent our firm to professionals in complementary fields
The Firm & Expected Opportunity
Kendall Capital is a rapidly growing independent, fee-only advisory firm offering planning and investment services for middle-class millionaires. While we are located within walking distance of the Rockville Metro, we have clients all over the Washington, DC area and across the nation. Our knowledgeable, experienced professionals work with individuals and families to deliver customized solutions to financial challenges. We focus on understanding the client’s needs first and then help them meet their particular goals by analyzing their financial plans and designing a custom investment mix catered to their unique financial situation.
The Financial Planner/Relationship Manager should be of high moral and ethical character. He/she is extremely detail oriented, organized, and a good listener. He/she must be able to communicate intangible thoughts through written and verbal communications; and has the ability to easily learn new skills.
The Financial Planner/Relationship Manager should possess thorough knowledge of Microsoft Office Word, Excel, and Power Point. The successful candidate has already worked directly with clients, should be able to work independently and manage multiple tasks concurrently. He/she will handle the onboarding of new clients and servicing existing clients. Duties include gathering data, preparing financial plans, forms and reports and communicating with clients. Other duties include managing client requests, consulting with portfolio managers and providing advice in the clients’ best interests. The ideal candidate will be a highly motivated individual who possesses excellent written and verbal communication skills and can work independently as well as in a team atmosphere.
The Financial Planner/Relationship Manager is expected to be an integral part of Kendall Capital’s future success and should enjoy a hard-working, but collegial small business environment where we all pitch in and work together to grow as a firm.
Candidates will only be considered when they complete the 25 minute aptitude and Personality Profile test at https://www.ondemandassessment.com/link/index/JB-M7HAZE15U?u=65910?
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
- 401(k) Matching
- Dental Insurance
- Health Insurance
- Paid Time Off
- Tuition Reimbursement
- Vision Insurance
- Financial Planning: 5 years (Required)
- Rockville, MD 20852 (Required)
Company's Facebook page:
- Only full-time employees eligible