Responsible Investing, Client Relationship Manager

We are a leading Socially & Environmentally Responsible Investment Management [SRI] firm focused on aligning our clients' investments with their values.

Position Overview:

We are looking for highly ethical and motivated Client Relationship Managers for the Atlanta, Savannah, Charlotte and Roanoke regions (Officed Virtually). These individuals will lead our new expansion effort, with day-to-day responsibilities to include generating and servicing new clients for our internationally-recognized program of socially responsible investments.

Ideal candidates will have experience in business development and account management within the financial services sector, deeply interested in environmental and social issues, and committed to personal growth. 

Qualifications:

• CFP certification preferred.
• Bachelor's degree required. Graduate degree preferred.
• Series 7, 66 or 63 registrations and insurance licensure preferred.
• Must be highly ethical, self-motivated with an outgoing personality that works well within a virtual team setting.
• Local community involvement essential.
• Outstanding communication, active listening, relationship-building and negotiating skills.
• Capable of quickly building rapport with clients, assessing their needs and presenting relevant features and benefits of company's products and services.
• The ability to work independently, in a virtual office with a high degree of quality & discipline.
• Must be self-motivated and client-service oriented.
• Must be able to prioritize tasks and work well under pressure while remaining focused.
• 4 day initial training at company offices.