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Relationship Manager

Company: AAFMAA Wealth Management & Trust LLC
Location: Norfolk
Posted on: March 27, 2020

Job Description:

AAFMAA Wealth Management & Trust LLC (AWM&T), a wholly owned subsidiary of the American Armed Forces Mutual Aid Association (AAFMAA), offers investment management, financial planning, and trust services exclusively to members of the military community. AWM&T is growing fast and needs engaging, self-motivated, entrepreneurial wealth management professionals to join our team as Relationship Managers.--Objective:--- Develop, expand, and retain client relationships; manage delivery of wealth management solutions that help our clients realize their personal goals and aspirations.Scope & Responsibilities: --- Develop, maintain and expand relationships by actively promoting our services to existing and prospective clients. --- Possesses knowledge of financial planning, investment management, and trust services to suggest services to new clients and expand services provided to existing clients. --- Meet with clients and prospects to discuss their needs, uncover current and future opportunities, and recommend a full range of service solutions. --- As the focal point for AWM&T client engagement, coordinate delivery of service solutions with AWM&T financial planners, investment officers, trust officers, assistant relationship managers, and others. --- Represent AWM&T in the military community by actively developing referral sources and centers of influence.Education & Skills Required: --- Bachelor's degree. --- Proven ability to develop new relationships within military communities. Military service and/or strong knowledge of military and government benefits a significant advantage. --- Ability to make decisions and recommend services to new and existing relationships. Strong interpersonal skills and good oral and written communication skills. Willing to work as team member. --- Certification in a related fiduciary field such as CFP-- or CTFA preferred.We Offer: --- Fiduciary services, always in the best interest of our clients. --- Base salary plus bonuses and a complete package of benefits. No commissions. --- Unlimited earning potential. --- An opportunity to make a positive impact on the lives of current and veteran military families. --- A rewarding and flexible career with a growing team that is loyal, dedicated, caring, and hard-working.

Keywords: AAFMAA Wealth Management & Trust LLC, Norfolk , Relationship Manager, Executive , Norfolk, Virginia

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