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Client Relationship Manager

Who we are:
Life Plan Investments is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners, and we specialize in retirement planning and estate conservation.

What will you do:

  • Provide administrative support to the Life Plan financial advisor team to maintain positive, engaging relationships with clients
  • Serve as the contact person between clients and the financial advisor team
  • Find ways to enhance client experiences and their relationships with the entire team
  • Promote the Life Plan services to bring in new clients

What do you bring to the team:

  • Passion for serving others and building and maintaining genuine relationships
  • Strong desire to grow in your role
  • Working knowledge of basic accounting, investment terminology, retirement plans and AML/Patriot Act requirements
  • Bachelor’s degree - we will consider applicants currently working toward their degree.

It would be awesome if:

  • You have experience working in the banking or investment industries.

What we bring to you:

  • Team-oriented atmosphere with a focus on helping our team members grow
  • Opportunities to lead within our company and positively impact clients
  • Starting salary between $25,000-$35,000 per year for those meeting the minimum
    requirements. A higher salary may be considered based on your qualifications.
  • Performance-based bonuses
  • Paid vacation and holidays

You must be willing to undergo fingerprinting and a criminal background check.

This job is located in Henderson, KY.