Licensed Client Relations Specialist
Company: CREATING & MANAGING WEALTH, L.L.C.
Location: Irving
Posted on: February 23, 2021
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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
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here to apply!
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