Talent.com
Relationship Manager

Relationship Manager

Foundations Investment AdvisorsPhoenix, AZ, United States
4 days ago
Job type
  • Full-time
Job description

Imagine a role where every call you make empowers financial advisors to change lives—and transforms your career in the process.

This is an opportunity to join Foundations Investment Advisors, a forward-thinking firm dedicated to redefining financial advisory support and driving innovation in the industry.

Why This Role Is Perfect for You :

  • Impact : Become the go-to resource for financial advisors, ensuring they have the support and guidance needed to deliver exceptional results.
  • Growth : Accelerate your career with hands-on experience in relationship management, onboarding, and industry best practices.
  • Innovation : Play a pivotal part in a dynamic environment where your insights and proactive approach directly contribute to enhanced client outcomes.

Key Responsibilities :

  • Serve as the primary point of contact for financial advisors—answering questions, resolving concerns, and streamlining their experience.
  • Conduct proactive outreach through inbound and outbound calls to ensure advisor satisfaction and gather valuable feedback.
  • Guide new advisors through onboarding, account setup, and operational procedures.
  • Handle inquiries on account transitions, platform navigation, and product offerings with confidence.
  • Collaborate with internal teams to resolve issues swiftly and maintain accurate records in CRM systems.

    • What You Bring :

  • A bachelor’s degree in finance, business administration, or related field (or equivalent experience).
  • 0–2 years’ experience in client service, sales support, or relationship management—preferably in financial services.
  • Strong verbal and written communication skills that build instant rapport.
  • Proficiency with CRM software, Microsoft Office Suite, and essential business tools.
  • A proactive, detail-oriented mindset with the ability to multitask and prioritize effectively.
  • Bonus : Experience in financial services, knowledge of SEC / FINRA regulations, or familiarity with advisor platforms.

    • This is the moment to seize an opportunity that not only propels your professional journey but also makes a lasting impact on the future of financial advisory services.

    Apply Today!