Hybrid Wealth Management Client Relationship Manager

Posted 4 hours ago

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About the role

  • Wealth Client Relationship Manager operationally leading advisory teams for high-net worth clients. Supporting financial goals and implementing financial plans in a collaborative environment.

Responsibilities

  • Manages individual relationships with high-net worth clients across all products and services
  • Leads advisory team practice management meetings
  • Provides client service and sales support as part of the Wealth Management advisory team
  • Guides client on income execution

Requirements

  • University (Degree) Preferred
  • 2+ Years Required; 3+ Years Preferred
  • Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
  • Life and Health Insurance License (Resident State) - Multiple Issuers required

Benefits

  • Comprehensive Total Rewards package
  • Superior retirement program
  • Highly competitive health, wellness and work life offerings

Job title

Wealth Management Client Relationship Manager

Job type

Experience level

JuniorMid level

Salary

$62,500 - $87,500 per year

Degree requirement

Bachelor's Degree

Location requirements

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