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
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