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Relationship Manager

AAFMAA Wealth Management & Trust LLC

This is a Full-time position in Houston, TX posted April 7, 2021.

nn 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 and compassionate wealth management professionals to join our team as Relationship Managers.

nn nn n nn nn Objective: nn Develop, expand, and retain client relationships; manage delivery of wealth management solutions that help our clients realize their personal goals and aspirations.

nn n nn nn Scope & Responsibilities: nn 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, collaborate with business partners and 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.

nn nn nn Education & Skills Required: nn Bachelor’s degree.

Proven ability to develop new relationships within military communities.

Military service and/or strong knowledge of military and government benefits a plus.

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.

nn n nn nn We Offer: nn 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.

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