<p>Kforce's client, a prestigious financial services firm, is seeking a Relationship Manager for their award winning private wealth management team in San Francisco, CA.</p> <p>Summary: The Relationship Manager is responsible for the development, maintenance, and oversight of relationships with new and existing clients. This role combines personal skills with all the resources of the firm for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing the company's circumstances and objectives to provide individualized, highly strategic Investment consulting. This Manager will have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join. This role will not require any prospecting and will be working with an existing book of business. This firm offers excellent benefits, year end bonus along with the opportunity to advance.</p> <p>Responsibilities:</p> <ul> <li>Advise clients in accordance with the Team's agreed upon strategy </li><li>Analyze investment opportunities and client needs, and recommend appropriate strategies </li><li>Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management </li><li>Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed </li><li>Comply with all industry rules and regulations* Bachelor's degree or comparable professional certification required </li><li>Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required </li><li>5+ years of FINRA Registration experience preferred </li><li>4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients </li><li>Extensive knowledge around financial industry and product knowledge </li><li>Experience communicating directly with clients in regards to money management </li><li>Excellent written and oral communication skills </li></ul>