Wealth Management Relationship Manager

Wealth Management Relationship Manager Acorn Creek Capital Fort Collins, CO Job Details Full-time $60,000 - $100,000 a year 22 hours ago Benefits Profit sharing Health savings account Paid holidays Disability insurance Health insurance Dental insurance 401(k) Flexible spending account Paid time off Vision insurance Life insurance Qualifications Teamwork Bachelor's degree Organizational skills Financial services Time management

Full Job Description Acorn Creek Capital, LLC Job Description:

Wealth Management Relationship Manager Work Location:

In Office Regular Schedule:

Full-Time Starting Compensation:

$60k-$100k with up to 30% bonus opportunity Reports to:

Senior Wealth Management CA FLSA Status:

Non-Exempt About Us:

At Acorn Creek Capital, we set the bar high for exceptional client service with our "white glove service" approach. As a team of highly skilled professionals, we are deeply committed to integrity, excellence, and innovation in everything we do. We're always looking for ways to grow and improve, with a focus on delivering results that exceed expectations. By staying proactive and forward-thinking, we not only understand our clients' unique needs but anticipate them, ensuring we're always a step ahead. Every interaction is guided by our core values of dedication, trust, and a relentless pursuit of excellence. The company is an Equal Opportunity employer and values diversity in its workforce.

Role Overview:

As a Relationship Manager at Acorn Creek Capital, your role is pivotal in making sure that our clients hear from us proactively and that we are regularly updated on their lives. This role will develop and maintain client relationships on behalf of the wealth management firm. Responsibilities include managing client relationships, extremely prompt and thorough follow-through, understanding the client's investment goals, and working with our team to help provide tailored investment recommendations.

Main Duties and Responsibilities:

Serve as the first point of contact for client service queries and issue resolution. Administer our team's proactive service model by calling clients regularly. Address client requests, provide support, and offer financial investment advice incorporating feedback from the wealth manager to deliver our team philosophy. Create and maintain each client's financial plan. Handle investment-related paperwork, including applications and withdrawal requests. Stay current on market conditions as it relates to the client's objectives. Schedule and follow up on client reviews, documenting in CRM (SalesForce). Maintain a deep understanding of our team's investment matrix to explain to the client our philosophy as it relates to their Financial Plan. Support the Operations Team under the guidance of the Operations Manager. Perform backup duties for other team members, including inter-departmental support. Other duties as assigned

Qualifications/Skills/Elite Attributes:

Positive, adaptable, and capable of managing a demanding workload. Attention to detail, high accuracy levels, and excellent organizational skills. Collaborative mindset with a focus on teamwork Strong multitasking and problem-solving abilities. Simplify and explain complex financial information. Outstanding communication skills. A commitment to confidentiality and integrity. Professional demeanor and appearance.

Preferred Experience:

Bachelor's degree and/or two to four years related experience and/or training; or equivalent combination of education and experience. Excellent communication abilities and multitasking skills. Team Oriented, Client Focused, Professionalism, adaptability, and time management. Proficiency in Microsoft Office and strong technical skills. Proficiency in computer use, especially Excel.

Preferred Background:

Formal Education in Finance is a plus, but not mandatory Financial Services industry experience preferred Experience or training in working with both affluent and high net worth clients, Ritz-Carlton Training, etc. Self-motivation, effective time management, and relationship-building skills. Additional certifications like CPWA, CFP or

CRPC. FINRA

Series 65

Benefits:

Competitive salary and performance-based bonus structure Positive work environment. Comprehensive benefits package including but not limited to: Paid Holidays, PTO, Sick Time, Medical, Dental/Vision, disability and life insurance, FSA/HSA, 401(k) with profit sharing The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Job Type:

Full-time Pay:

$60,000.00 - $100,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person