Wealth Management Client Relationship Manager

Wealth Client Relationship Manager partners with Wealth Management Advisors to deliver client service and support high-net worth clients in achieving their financial goals. Responsibilities include managing a book of clients, implementing financial plan recommendations, and coordinating asset consolidation. This role requires a deep understanding of investment solutions and financial planning.

Requirements

• 2+ years of financial services experience
• Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date
• Ability to communicate clearly and succinctly, utilizing interpersonal communication and relationship building skills
• Ability to manage time and resources efficiently and effectively
• Ability to build meaningful and long-lasting relationships

Benefits

• Comprehensive Total Rewards package
• Superior retirement program
• Highly competitive health, wellness and work life offerings
• Opportunities for growth and development
• Equal Opportunity Employer