Client Advisor/ Relationship Manager
5 days ago
**Seeking Ambitious Client Advisors & Relationship Managers - No Cold Calling, Just Real Opportunities**:
Are you ready to grow your career in a modern financial advisory team where **warm leads**come to you and your main job is to build trust, not chase prospects?
We’re looking for _Client Advisors / Relationship Managers _who are driven, digitally savvy, and passionate about helping others make smart financial decisions. Whether you’re experienced or new to the field, if you believe in doing good work with good people—you’ll fit right in.
**Who We Are**:
We’re a fast-growing financial advisory team that breaks away from the old-school way of doing things. Our leads come from **high-converting websites, trusted review platforms, and SEO-driven content**—which means **zero cold calls**and **100% client value**.
**What You’ll Be Doing**:Advise individuals and families on insurance, investment, and retirement planning
Handle leads who already want to speak with an advisor—no need to hunt Work with our digital content team to position yourself as a trusted voice online
- Continuously upgrade your skills with real-world mentorship and market insights
**What We’re Looking For**:
- You enjoy talking to people and helping them solve problems
- You’re curious, coachable, and want a career with impact
- You’re confident in managing client relationships and earning trustBackground in finance, insurance, or sales is a bonus—but not a must
**Why Join Us**:100% qualified leads from inbound sources—no more cold calling
Strong digital presence and personal branding support Supportive team, real mentorship, and leadership pathways Attractive remuneration with uncapped performance bonuses
- - ️ Flexible schedule and digital-first setup—you control your growth
**Ready to Start?**:
If you’re excited to build a career in financial advisory that values **relationships over pressure**, **digital over door-knocking**, and **growth over grind**, we want to meet you.
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