Requirements of the Client Relationship Manager:

• 3-5 years of experience in financial services related position, ideally client facing.
• Strong attention to detail and an unwavering commitment to integrity and to the team.
• Proven record building client relationships and providing the highest level of client service.
• Initiative-taker and quick learner with the desire for constant improvement in financial planning services to benefit clients and firm.
• Strong technology skills with expertise in software programs used in the financial planning process including MS Office 365 Suite, RightCapital, Morningstar, and Fi360. Must embrace adoption of evolving technologies and software.
• Series 7, 66/5 licenses preferred or willingness to obtain Series 7 within 6 months of hire and Series 66/5 within 8 months of hire.
• CFP preferred or the willingness to obtain.
• Life, LTC and Disability license preferred or willingness to obtain within 12 months of hire.
• Ability to commute to Cumberland Foreside Monday through Friday with eventual possibility of working from home several days per week.

Benefits of the Job:

• Base salary plus bonus potential.
• Generous PTO plus 11 paid holidays.
• 401k with employer contribution and profit sharing.
• Employer subsidized medical, dental, and vision benefits.
• Short and long-term disability and life insurance.
• Health Savings Account (HSA) with annual employer contribution.
• Convenient location on US-1 with easy access to 295 and free parking.

Responsibilities of the Client Relationship Manager:

• Interpret personal financial statements for use in planning process and data entry.
• Assist in client meeting preparation and coordinate follow-up tasks.
• Contribute to investment review process providing regular analytical reports to investment team.
• Assist with investment, insurance, and 401k operational and compliance related tasks.
• Develop competence in trading and operational aspects of the firm to provide backup for PTO and high demand time periods.
• Assist with social media, website and newsletter content and updates.
• Network in community and take action to develop the Daybreak brand.
• Occasional travel to educational conferences.