Elite Wealth Relationship Advisor

Rockstar; St. Louis (MO); On-site; USD 70,000 - 110,000; Full time

Job summary

A leading independent wealth management firm is seeking a Relationship Advisor in Missouri. This role focuses on maintaining high client retention and generating asset growth through strategic engagement. Candidates must excel in communication and client service, executing tailored plans to enhance client relationships. This position requires strong client relationship management skills and the ability to work collaboratively with various teams. Competitive compensation based on experience, with opportunities for bonuses tied to performance metrics.

Qualifications

• Experience in client relationship management is essential.
• Strong communication and service skills required.
• Ability to execute client engagement plans effectively.

Responsibilities

• Maintain a 95% or higher client retention rate.
• Generate $1.5 million in new assets monthly.
• Execute R.O.U.T.E. plan for all client interactions.

Skills

Client relationship management

Proactive communication

Asset growth strategies

Customer service excellence

Job description

A leading independent wealth management firm is seeking a Relationship Advisor in Missouri. This role focuses on maintaining high client retention and generating asset growth through strategic engagement. Candidates must excel in communication and client service, executing tailored plans to enhance client relationships. This position requires strong client relationship management skills and the ability to work collaboratively with various teams. Competitive compensation based on experience, with opportunities for bonuses tied to performance metrics.