Retirement Client Manager
Lifetime Financial Growth
Company Description Lifetime Financial Growth is a privately owned wealth management firm dedicated to helping clients realize their long-term financial goals through customized strategies and personalized planning. We provide access to a comprehensive range of financial products and services, enabling our clients to protect and grow their wealth. Affiliated with The Guardian Life Insurance Company of America® and Park Avenue Securities LLC, we pride ourselves on delivering exceptional support and resources. Our focus is on creating lasting financial impact for our clients, guided by their individual visions for the future. Role Description We are seeking a full-time Retirement Client Manager to join our team on‑site in the Columbus, Ohio Metropolitan Area. In this role, you will guide clients in their retirement planning and financial well-being by providing tailored solutions, addressing inquiries, and managing client portfolios. You will analyze financial data, develop personalized retirement strategies, ensure client satisfaction, and act as a trusted advisor for their long‑term financial goals. This role involves collaboration with internal teams and maintaining compliance with industry regulations. Qualifications Proficiency in financial planning, retirement planning, and investment strategies Strong client relationship management, communication, and interpersonal skills Ability to analyze financial data and prepare comprehensive reports Experience in meeting compliance requirements and following financial industry regulations Self‑motivated, detail‑oriented, and capable of managing multiple client accounts effectively Familiarity with financial tools, software, and platforms is a plus Education or certification in finance, economics, or a related field is strongly preferred (CFP certification is a plus) #J-18808-Ljbffr Lifetime Financial Growth
Vacancy posted 2 days ago
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