Relationship Advisor
Cambridge Investment Research
- Fairfield, IA
- $65,000-85,000 per year
- Permanent
- Full-time
Essential Duties
- Serve existing clients by making recommendations for their investment portfolio within the BridgePort platform
- Create client reports, financial plans, and client presentations.
- As requested, attend client meetings, take detailed notes, prepare detailed summaries and assist in follow-up tasks and activities
- Track workflow for all clients to ensure completion of deliverables
- Review presentations created by Investment Team.
- Review trading within client accounts as applicable to orders entered.
- Review quarterly client billing and performance reports
- Handle escalated client service issues and research complex client service issues; communicate status updates to advisors.
Certificates & LicensesThis job requires the FINRA Series 65 or a combination of Series 66 and Series 7 licenses.Compensation: $65,000-$85,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays