Job description

Are you tired of working for someone else and being micromanaged and underappreciated? Do you want to utilize your entrepreneurial initiative, resourcefulness, people skills, and wealth management experience to chart your own course doing work that matters? Does something inside of you keep telling you that you’re capable of more, to be bold, build something, and make a difference within military communities?

At AAFMAA Wealth Management & Trust LLC (AWM&T), we understand this, too, and know that you can build a career that impacts others. It is possible, and it’s happening throughout our organization. You can join our team and redefine the way you think about work and your ability to improve the lives of military families.

AWM&T offers financial planning, investment management, and trust administration services exclusively to members of the military community. If you are a confident, independent, competitive, self-starter that wants to belong to a high-performing team, then this may be what you are looking for. As a Relationship Manger, your job will be to develop, expand, and retain client relationships; and manage delivery of wealth management solutions that help our clients realize their personal goals and aspirations.

If this or the below information resonates with you, submit your resume for consideration and join our selection process.

Scope & Responsibilities:

• Develop, maintain and expand relationships by actively promoting our services to existing and prospective clients.
• Possesses knowledge of financial planning, investment management, and trust administration 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.
• Manage and document your work using the Salesforce Financial Services Cloud.

Who We Are:

• A fiduciary wealth management division of the longest-standing, not-for-profit provider of financial solutions to military and veteran families. A key part of AAFMAA, the American Armed Forces Mutual Aid Association, supporting military families since 1879.
• A 10-year-old, start-up trust company employing a dedicated team and modern financial technology to help chart our clients’ financial journey and manage nearly $1 billion of their assets.

Who Do You Need to Be?

• Absolutely excited to put clients first
• Dependable, consistent, and full of integrity and honesty
• Excellent communicator and relationship builder
• Driven, independent, self-motivated, and goal-oriented
• Growth minded and coachable with strong desire for long-term success
• A confident team player, willing to do what’s right for your clients and the trust company

Education & Skills Required:

• Bachelor’s degree.
• 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.
• Proven ability to develop new relationships within military communities. Military service or strong knowledge of military and government benefits a plus.
• Experience with Salesforce Financial Services Cloud and Microsoft Office applications.
• Certification in a related fiduciary field such as CFP® or CTFA preferred.

We Offer:

• 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 run from your home office with a growing team that is loyal, dedicated, caring, and hard-working.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: One location

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