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
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