Priority Wealth Relationship Manager

PowerToFly; Sandy Springs (GA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Professional development opportunities

Incentive compensation

Job summary

A leading financial services firm in the United States is seeking an experienced Priority Relationship Manager to deliver top-notch service and deepen client relationships. The ideal candidate will have at least 1 year of experience in the financial sector, hold relevant licenses, and possess strong business development and communication skills. This role involves liaising with clients to exceed expectations and guide them in utilizing E*TRADE's offerings. Competitive salary and a comprehensive benefits package are provided.

Qualifications

• Minimum 1 year of financial services experience.
• Registered with Series 7 and Series 63.

Responsibilities

• Deliver exceptional service to E*TRADE Priority clients.
• Build and cultivate client relationships.
• Act as a liaison for client inquiries and requests.
• Identify referral opportunities and gather new assets.
• Guide clients on E*TRADE platforms.

Skills

Business development skills

Client relationship management

Organizational skills

Communication skills

Technical aptitude

Education

Bachelor’s Degree

Tools

CRM tools

Job description

A leading financial services firm in the United States is seeking an experienced Priority Relationship Manager to deliver top-notch service and deepen client relationships. The ideal candidate will have at least 1 year of experience in the financial sector, hold relevant licenses, and possess strong business development and communication skills. This role involves liaising with clients to exceed expectations and guide them in utilizing E*TRADE's offerings. Competitive salary and a comprehensive benefits package are provided.