Now Hiring - Proviant Group - Client Relationship Manager in Wellesley Hills, MA

Full description of the position

Summary: Join our high performing and Forbes recognized "Best in State Wealth Management Team' as a Client Relationship Manager. Elevate your career in a culture focused, mission and values driven environment that leverages your unique skills and contributions alongside other dynamic professionals. Benefits: * Remote & hybird work available * Health dental & vision insurance * Health savings account * 401k with company match * Company paid insurances: short-term disability, long-term disability, long-term care, AD&D * Paid incentive programs * Paid time off & holidays * Paid volunteer opportunities * Company donation match Primary Responsibilities: * Serve as primary case manager for clients with support. * Develop technical expertise in all areas of the financial planning process, utilizing tools and systems provided by the practice, to ensure planning meetings are productive and successful. * Participate in client visits as appropriate and provide summary letters following all visits with clients. * Provide proactive client communication while anticipating the unique needs of each client. * Utilize and understand unique tools and processes available. * Perform other duties as assigned by the Financial Advisor(s) or other leaders. Job Type: Full-time Pay: $60,000.00 - $110,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee discount * Health insurance * Health savings account * Life insurance * Paid time off * Parental leave * Vision insurance Schedule: * Monday to Friday Work Location: Hybrid remote in Wellesley Hills, MA 02481