About this role

Manages and grows individual relationships with high-net worth and complex clients across all products and services
Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy
Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination
Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy
Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.)
Identifies sales and asset retention opportunities

University (Degree) Preferred
3+ Years Required; 5+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State)
Multiple Issuers required

Wealth Management Client Relationship Manager

Key skills