Client Relationship Executive

Overview

Hey! We’re a fast-growing financial services team, all about helping people crush their financial goals and build a career that’s actually meaningful.

We’re big on growth, flexibility, and making an impact — with a vibe that’s a mix of mentorship, entrepreneurship, and work-life balance. Basically, we give you the tools to level up fast, earn well, and do good stuff. If you’re ambitious, people-focused, and ready to hustle for a career that feels right, let’s chat! We’d love to meet you.

Role Description

As a Client Relationship Executive , you’ll be the bridge between clients and their financial goals.

Responsibilities

• Reaching out to potential clients and building meaningful relationships
• Understanding client needs to provide tailored financial planning solutions
• Managing and growing client portfolios over time
• Working closely with the team to achieve sales and service goals

If you enjoy connecting with people and want to make a positive impact on their lives — this role is for you.

Qualifications

Why Join Us

Ready to build a career that grows with you?

Join a team that believes in freedom, growth, and impact .

Seniority level

Employment type

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