Relationship Manager - Wealth Management, La Crosse

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

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Relationship Manager to join our Wealth Management team. We are looking for an individual that will use their passion for finance, investments, and planning to build impactful, trustworthy and long lasting relationships with their clients.

We offer a complete line of benefits including, health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.

ABOUT TRUST POINT INC.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year.

Learn more about our culture here: Trust Point Culture Video

A DAY IN THE LIFE OF A RELATIONSHIP MANAGER

• Providing thoughtful and objective advice to help client's succeed with their long term financial goals.
• Establishing client calling plans, including routine administrative, operational and investment review meetings, as well as event invitations and entertainment within guidelines as established by management.
• Making sound recommendations concerning matters on pricing, operations, and overall relationship enhancement opportunities.
• Developing trustworthy relationships with other service providers of the client such as attorneys, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client.
• Compliance and risk management oversight.
• Retaining and expanding existing accounts and the development of new business and the promotion of trust services.
• Continuing education through seminars, conferences and related training (both trust and investment specific and general trust industry knowledge) to promote skill growth and development and to maintain certifications.

Requirements:

• 4 Year Degree Business, Accounting, Finance or other relevant degree, required.
• 5 -7 Years Work Experience in Relevant Business Environment, preferred.
• Certification as a CPA, CFP and/or CTFA is desired or willingness to work towards Professional Credentials

This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

WORK SCHEDULE

This is a full-time hybrid position working Monday-Friday, 8am-5pm.

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.