Relationship Manager - Halcyon Wealth Advisors

At Halcyon Wealth Advisors, we specialize in providing comprehensive financial planning and investment management services to our clients. We are dedicated to delivering personalized solutions that help individuals and organizations achieve their financial goals with confidence and clarity.

We are seeking a skilled and driven Relationship Manager to join our team. This pivotal role involves overseeing and coordinating all aspects of retirement plans on a daily basis. The Relationship Manager will play a crucial part in ensuring client satisfaction and expanding our relationships with plan sponsors and participants, thereby enhancing the value Halcyon provides to its clients.

Requirements

Responsibilities:

• Manage the ongoing service schedule for multiple retirement plans.

• Conduct regular meetings with small business owners discussing their retirement plan.

• Prepare, coordinate, and facilitate employee...