Wealth Management Client Relationship Manager

Role Overview

• Partnering with Wealth Management Advisors on client relationships
• Supporting high-net worth clients in achieving financial goals
• Managing assigned book of clients
• Implementing financial plan recommendations
• Building meaningful and long-lasting relationships
• Communicating clearly and effectively

Requirements

• 2+ Years Required; 3+ Years Preferred work experience
• Deeply curious with a demonstrated ability to uncover the needs of the client
• Motivated by finding solutions with an entrepreneurial mindset
• Takes pride in knowledge of investment solutions and financial planning
• All licenses and registrations must be obtained within 120 days from start date
• Series 7 and 66 (63 or 65) passed

Benefits

• Comprehensive Total Rewards package
• Competitive compensation package
• Health and wellness offerings
• Retirement programs