Licensed Client Relations Specialist

Company: CREATING & MANAGING WEALTH, L.L.C.
Location: Irving
Posted on: February 23, 2021

Job Description:

Creating & Managing Wealth, LLC--(CMW) has an opportunity available for a Licensed Client Relations Specialist in our beautiful Irving (Las Colinas), Texas office.For 30 years, CMW has been providing professional guidance and innovative solutions for the retirement planning needs of teachers and other non-profit employees.CMW has partnered with--Lincoln Investment--to add another layer of full-service investment planning. Together the commitment is to help our clients work toward reaching all of their financial goals and to provide them with the peace of mind that their financial future is in the right hands.The qualified candidate will:* Provide client service* Have 403(b) experience* Be familiar with paper and electronic applications* Process withdrawals, purchases and exchanges* Process loans, beneficiary changes, and address changes* Transact trades, exchanges, and distributions* Review and submit business* Review and approve client profiles* Follow-up on Advisor recommendations* Monitor RMD compliance* Maintain Third Party Administrator relationships* Work on short-term/long-term projectsDesired skills and experience:* Bachelor's degree preferred* 2-4 years financial services experience--required (compensation commensurate with experience)* Ability to build and manage client relationships* Excellent written and oral communication skills* FINRA Series 7 and 66 preferred* FINRA Series 6, 63 and 65 may be considered for exceptional candidates* State insurance license preferred

Keywords: CREATING & MANAGING WEALTH, L.L.C., Irving , Licensed Client Relations Specialist, Other , Irving, Texas