Careers
Relationship Manager
Description:
Relationship Managers are an integral part of TLWM Financial. We are currently seeking a motivated individual to join our team in this capacity. A successful candidate will display a high degree of professionalism, have strong interpersonal skills, and demonstrate an ability to engage existing clients. This person will assume the responsibility of administrative support to the firm’s advisors with wealth management services in order to help clients pursue their stated goals.
We compensate all Relationship Managers with a base salary plus a bonus model that rewards individuals that can manage objectives and service goals. We also offer a 100% Employer paid Employee Health Insurance Plan and a Company Matched 401k Profit Sharing Plan. Full Detail of other benefits offered at TLWM Financial is available upon request.
If you want to be recognized for your ability to deliver efficient, professional service to wealth management clients, please email your resume to enzo@tlwmfinancial.com.
Responsibilities & Activities:
- Administrative support to the firm’s advisors with wealth management services in order to help clients pursue their stated goals
- Assists in research
- Helps maintain positive and constant contact with clients on behalf of the firm
- Assists other team members as requested
Knowledge, Skills & Abilities:
- Excellent interpersonal skills
- Excellent attitude and an extraordinary client service orientation
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- A burning desire to succeed
- An ability to handle multiple tasks
- Previous 2 years of financial service experience in working with and speaking to retail clients
- FINRA Series 7, 63, and Series 65 or 66 registrations
Operations Associate
Description:
Operations Associates are an integral part of TLWM Financial. We are currently seeking a motivated individual with prior experience to join our team in this capacity. A successful candidate will display a high degree of professionalism, have strong interpersonal skills, and demonstrate excellent attention to detail. This person will contribute in all aspects of client service and operations. A successful operations associate candidate should demonstrate an excellent understanding of the financial services industry.
We compensate all Operations Associates with a competitive salary. We also offer a 100% Employer paid Employee Health Insurance Plan and a Company Matched 401k Profit Sharing Plan. Full Detail of other benefits offered at TLWM Financial is available upon request.
If you want to be recognized for your ability to deliver efficient, professional service to wealth management clients, please email your resume to liza@tlwmfinancial.com
Responsibilities & Activities:
- Provide exceptional customer service to our clients
- Become one of TLWM’s operational experts
- Coordinate and take ownership of operational requests
- Develop and suggest process improvements to increase firm efficiency
Knowledge, Skills & Abilities:
- Excellent interpersonal skills
- Exceptional attention to detail
- Excellent attitude and an extraordinary client service orientation
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- A burning desire to succeed
- An ability to handle multiple tasks
- Non securities licensed welcomed
- 2 year minimum experience in the advisory and/or brokerage financial service industry specifically servicing retail clients in an operations capacity.
- No college degree requirements