The Relationship Manager will be responsible to care for and manage a specific group of clients and partner closely with our leadership team to ensure the highest level of customer satisfaction, acting ethically and honestly as a fiduciary to ensure the client’s best interests are of primary focus.
Regular activities will include:
• Service, manage, and grow relationships with a large base of existing clients.
• Analyze and adjust existing wealth management and income plans custom tailored to each family.
• Prepare reports, statements, and analysis for client review meetings annually, semi-annually and quarterly.
• Regularly monitor plan(s) to make sure clients are on track with their goals and provide solutions and
alternatives when necessary.
• Adhere to compliance policies and procedures.
Requirements:
• Michigan Life license
• FINRA registration with a 65 series or equivalent
• Clean Background Check and Compliance Record
• Minimum of 5+ years of industry experience desired – RIA experience preferred
Benefits include:
• Healthcare, Dental, Vision Benefit options
• Bonus Compensation Program
• Eligibility for Company Vehicle
• Employee Nutrition Program
• Other Perks specific to Foguth Financial Group
The right candidate’s values will align with FFG’s core values.
FOGUTH FINANCIAL GROUP’S CORE VALUES
1. Open, honest, positive, ethical
2. Proud and loyal
3. Client first
4. Work works, get it done.
5. Encourage the heart and show appreciation
Job Type: Full-time
Salary: $70,0000 – $100,000 per year
Please send all inquiries to:
Alec Mooradian, Director of Recruiting and Talent | amooradian@foguthfinancial.com | (810) 206-3465
