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Job Description

Tempus Advisors is seeking a growth-focused Client Relationship Manager to join our team. Our practice is dedicated to delivering comprehensive financial planning solutions tailored to our clients' diverse needs and objectives.

Position Overview:

This dynamic position offers both a business development role and the opportunity to assist in managing existing relationships of the practice. This candidate will play a pivotal role in our practice's growth and success. In addition to managing existing relationships and developing new ones, this role would also focused on building out our existing corporate retirement planning business and all facets of insurance.

Knowledge and Skills:

Exceptional organizational and time management abilities.

Entrepreneurial mindset.

Must be highly motivated and results driven.

Able to take initiative and manage the client onboarding process.

Demonstrates commitment to maintaining strict confidentiality.

Strong dedication to providing an exceptional client experience.

Outstanding interpersonal and communication skills.

Minimum of 3 years of experience in financial services.

Experience working with corporate retirement plans and insurance is beneficial, but not required.

Book of business a plus, but not required.

Capacity to work independently, but also function in a team environment when the situation dictates.

Job Responsibilities:

Collaborate with clients to develop customized wealth management strategies, tailored to their financial and investment objectives.

Ensure adherence to all regulatory requirements, including maintaining appropriate licensing and registrations.

Prioritize consistent communication with clients, conducting regular reviews, and offering ongoing support, to address their evolving needs and goals. Execute all responsibilities in accordance with regulatory policies and procedures.

Build and nurture strong, trustworthy client relationships founded on professionalism, ethics, and trust. Prepare client proposals.

Requirements:

Bachelor's degree

Proficiency with Microsoft Office Suite for generating presentations and maintaining spreadsheets.

Licensed with FINRA Series 7 & 63/65 or 66.

Exceptional organizational skills with the ability to prioritize tasks and follow through effectively.

Able and willing to work in an office setting on a full-time basis.

Integrity, a dedicated work ethic, and desire to help others.

_Tempus Advisors and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates._

Education

Bachelor’s (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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