Careers
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.