Financial Client Relationship Specialist - Honolulu, HI

At TRPG, an affiliate of Cetera Financial Group, Inc., through which employment and related benefits for this position are offered, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking to add a Financial Client Service Relationship Specialist to our growing team, located in our Honolulu, HI office. This position will be in charge of assisting, providing and developing superior client experiences.

What you will do:

• Work alongside Wealth Manager with the transition and conversion from prospect to client

• Develop and maintain ongoing relationship with clients

• Act as liaison between client and Wealth Manager and/or internal and external support teams

• Work closely with client to ensure CRM data and Custodial accounts and data meet plan goals

• Manage day-to-day ongoing client needs

• Work closely with internal support teams, assigning action items as needed

• Train Client Service new hires

What you need to have:

• Prior experience in the Financial Planning industry, specifically RIAs

• 3+ years professional office environment experience

• Analytical skills, ability to research and resolve complex issues

• Prior financial experience helpful

Compensation:

The base annual salary range for this role is $60,000 - $68,500, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI- Onsite

About Cetera Financial Group and TRPG:

The Retirement Planning Group (TRPG) is an SEC registered investment advisory firm headquartered in Leawood, KS. With over 2,000 clients and $2 billion in assets under management as of 05/15/2024, we are one of the fastest growing companies in the Kansas City area. We help clients and their families navigate every financial decision they face throughout their lives, providing comprehensive financial planning and tax services along with education and guidance on Medicare, Social Security, long-term care insurance, travel and more. The Retirement Planning Group is a wholly owned subsidiary of Cetera Holdings, employment and benefits are therefore offered through Cetera Financial Group, an affiliate of Cetera Holdings.

Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

The Retirement Planning Group and Cetera Financial Group are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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