Hybrid Wealth Client Relationship Manager

Posted 2 days ago

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About the role

  • Wealth Client Relationship Manager partnering with Wealth Management Advisors to deliver financial solutions and support high-net worth clients. Managing assigned clients and operationally leading advisory teams.

Responsibilities

  • partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
  • operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals
  • manages the responsibilities for a book of assigned clients
  • supports the implementation of financial plan recommendations and the coordination of asset consolidation

Requirements

  • 2+ Years Work Experience Required
  • FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
  • Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Benefits

  • superior retirement program
  • highly competitive health, wellness and work life offerings

Job title

Wealth Client Relationship Manager

Job type

Experience level

JuniorMid level

Salary

$30 - $42 per hour

Degree requirement

Bachelor's Degree

Location requirements

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