Hybrid Wealth Relationship Manager for Client Growth

Trust Point Inc.; La Crosse (WI); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Benefits

Dental Benefits

Life Insurance

Long Term Disability

Paid Holidays

Paid Vacation

401k Plan

Profit-Sharing Plan

Job summary

Trust Point Inc., a recognized 'Best Place to Work', is hiring a full-time Relationship Manager for its Wealth Management team in La Crosse, WI. This role focuses on building lasting client relationships, offering tailored financial advice, and managing compliance. The successful candidate will have relevant experience, excellent communication skills, and a desire for professional growth in a hybrid work environment.

Qualifications

• 4 Year Degree required.
• 5 - 7 Years Work Experience preferred.
• Certification as CPA, CFP and/or CTFA desired.

Responsibilities

• Providing objective advice to help clients succeed with financial goals.
• Establishing client calling plans and operational review meetings.
• Developing relationships with service providers to meet client objectives.

Skills

Communication

Interpersonal Skills

Relationship Development

Team Building

Decision Making

Planning Execution

Education

4 Year Degree in Business, Accounting, Finance or relevant field

Job description

Trust Point Inc., a recognized 'Best Place to Work', is hiring a full-time Relationship Manager for its Wealth Management team in La Crosse, WI. This role focuses on building lasting client relationships, offering tailored financial advice, and managing compliance. The successful candidate will have relevant experience, excellent communication skills, and a desire for professional growth in a hybrid work environment.