Client Service Manager

This Position Has Been Filled. Thank you for your interest.

We're Passionate About Impacting Our Community.

Can You Help Us?

When You're Part of Red Mountain Financial...

You’re a key part of a small team of great people.

You meaningfully impact our clients and generations into the future.

You join a mission to improve our communities and support causes like Folds of Honor, Make‑A‑Wish, and Junior Achievement.

You're the right person if you love...

  • Giving clients an excellent experience
  • Follow-through, details, checklists, organizing, and logistics
  • Technology and learning something new
  • Solving problems
  • Supporting others where your wins show up in client peace of mind and a smoothly running business, rather than your social media
  • Managing special projects (there's always something new!) and being adaptable (we will continue to grow and get better)
What this looks like day-to-day
  • Client communications, including phones, voicemails, emails (yours and Todd's), texts via our CRM website, etc.
  • Calling people who've expressed interest in working with us or learning more about a topic (Facebook and workshop attendees) to schedule their first appointment with Todd
  • New business - running proposals, completing new applications for advisory or insurance business, and following them through to completion. Updating clients on progress.
  • Client service items such as facilitating withdrawals, changing beneficiaries, taking RMDs, and preparing account summaries for clients.
  • Preparing for client meetings, including running reports, gathering information, and putting it into a presentable manner
  • Documenting everything. As you know, in this business, we have to document it or it didn't happen.
  • Managing big projects, which might include updating account information, working with vendors, and communicating with clients.
  • Proactively following up to make sure everything that was supposed to happen actually happened. Checking systems/sites for potential issues.
  • Help us improve our systems, the way we do things, and find ways to free up the advisors.

You're the HIGH-ACHIEVER We're Looking For If...

  • You have high EQ, leave people feeling that you have everything handled, and naturally work well with others.
  • You’re super-reliable. When you say you’ll do something, you’ll do it.
  • You’re unusually organized and super detail-oriented
  • You are resourceful and have a “figure-it-out” mentality.
  • You’ve already worked in financial services, insurance, or banking client service.

Note: This position is for high-achievers with prior industry experience only. We operate a lean, fast-paced firm where our primary focus is directly serving our clients. If the terms 1035 exchange, ACAT, RMD, 60-day rollover, or APS are unfamiliar to you, this role is not a fit. We need an Integrator who can immediately log into Redtail, look at a pending transfer, and know exactly how to process it without needing a teacher. This is not an entry-level role; you must have prior experience in financial services, wealth management, or insurance.

We’re looking for someone who loves directly reassuring clients/prospects and wants to own the client experience from first call to follow‑up. If you want to be a central part of a small team doing meaningful work for real people, we’d love to talk.

Are We Right For You?

We want your time at Red Mountain Financial to be the best professional experience you ever have:

  • Work WHERE You Want: Ideally, embrace the flexibility of a 90% remote role. The other 10% is periodically welcoming clients to the office or greeting workshop attendees at events. For the RIGHT person, this can be 100% remote work from anywhere in the US.
  • Work WHEN we agree: We anticipate this being a 20 to 30-hour‑per‑week position, Monday–Friday. We offer schedule flexibility, provided your daily hours consistently cover our core daytime business window (roughly between 8:30 am and 2:30 pm CT).
  • Compensation: $30/hr base rate with a guaranteed minimum of 20 hours per week (we anticipate 20-30 hours initially). Because we want you to share in our growth, you will also earn a $100 bonus for every new household onboarded, plus a $1,000 quarterly bonus tied directly to clear, binary execution metrics. You also receive paid vacation time and a 3% retirement match.
  • Vacation: Paid vacation that only improves over time!
  • Retirement: Retirement plan with a 3% match
  • Professional Growth: Want to grow? Mentorship, professional education, licensing, etc. are part of your professional growth.

This should be the best professional experience you’ve had in client service.

What success looks like after 90 days:

You’re answering 90%+ of calls/VMs within SLA (meaning zero fires escalate to Todd’s desk).

Every pending client is updated weekly, with all activity clearly logged in our Redtail CRM.

Todd shows up to meetings knowing who he’s meeting, why, and with 100% completed materials in hand 24 hours in advance.

More About Who We Are...

For Clients, We Focus On 5 Mountains:

  1. Income Planning
  2. Investment Management
  3. Tax Education Strategies
  4. Healthcare
  5. Legacy Planning

For Our Team, We Value:

  1. Excellent outcomes. We deliver results. that make an impact. We do it with integrity. 
  2. We’re responsible, show respect, act with autonomy, and enjoy independence.
  3. We believe life will continue to improve, and we know that “bad things” do happen. We own our mistakes, are gracious, resilient, and humble.  
  4. We’re focused on getting better. The world is changing. We’re resourceful and focused on growth. 

We love our mentors (even if they don’t know us):

  1. Alex & Leila Hormozi: Work hard, provide value, respect others, do right by people, and hire world-class people
  2. Dan Sullivan: Do what you do best, work on what’s important, and hire world-class people
  3. Darren Hardy: work hard, focus on the few right things, be the exception, and hire world-class people

Todd passionately believes in the importance of providing his clients with financial confidence. His goal as an advisor is to offer his clients the confidence of knowing their financial lives are well cared for so they are free to focus on more important priorities such as family, supporting charitable causes or enjoying some well-deserved travel. He provides this financial confidence by embracing common sense, timeless principles and forward thinking. As the firm’s lead financial advisor, Todd delivers custom Total Retirement ℞ Income Plans® to help his clients achieve their goals.

Todd has a bachelor’s degree in business administration from Birmingham-Southern College. He is a CERTIFIED FINANCIAL PLANNER™ professional and carries the Chartered Life Underwriter® and Chartered Financial Consultant® designations. He holds life and annuities licenses, and is a National Social Security Advisor (NSSA) certificate holder and has earned the Certified Tax Specialist (CTS) designation.

Todd married his wife, Tiffany, in 1998, while he was still in college. They have an 13-year-old son, Tucker. Todd and Tucker enjoy camping and throwing the football together. Todd also enjoys running, cycling, and learning chess. Family bonding between the three often occurs at church or on a tennis court.

Our Streamlined Hiring Process

  • 1. Apply & Assess: Submit your application and complete a 45-minute assessment (so we can bypass the standard resume-reading game).
  • 2. The 15-Minute Fit Call: A quick phone call to discuss our vision and your goals.
  • 3. The Asynchronous Audition: A brief, email-based scenario to show us how you handle real-world client friction.
  • 4. The Final Interview: One final meeting (and a Kolbe A index) to finalize the 90-day expectations. That's it.
CLICK HERE TO APPLY

To respect your time and ensure a fair evaluation for every candidate, we use a short skills assessment as the first step.

Click above. Enter your name & email address. Go to your email inbox. Follow that link to the actual assessment. 

The website for Red Mountain Financial is www.RedMountainFinancial.net. 

This employment position will require background checks given the independent financial advisor’s association with CreativeOne Wealth, due to regulatory requirements. However, this position is not offered through or by CreativeOne Wealth. Instead, this opportunity is offered solely by Red Mountain Financial. 

Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Advisor. CreativeOne Wealth, LLC and Red Mountain Financial are unaffiliated entities. We do not provide tax or legal advice. Always consult with qualified tax/legal advisors regarding your own unique circumstances.

Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. 

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.