Relationship Manager - Wealth Management, La Crosse

trustpointinc; La Crosse (WI); Hybrid; USD 65,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Long term disability

Paid holidays

Paid vacation

401k with profit sharing

Job summary

Trust Point Inc. in La Crosse, WI seeks a full-time Relationship Manager to join our Wealth Management team. You will build impactful, trustworthy client relationships through thoughtful financial guidance and strategic networking.

The role emphasizes delivering objective advice, coordinating investment reviews, and promoting trust services, with ongoing education and professional credentials encouraged to support career growth.

Qualifications

• 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.
• Certification as a CPA, CFP and/or CTFA is desired or willingness to work towards Professional Credentials

Responsibilities

• Providing thoughtful and objective advice to help clients 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 to promote skill growth and development and to maintain certifications.

Skills

Relationship management

Client communication

Networking

Financial planning

Education

4 Year Degree in Business/Accounting/Finance or related field

Tools

CPA

CFP

CTFA

Job description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, 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

Trust Point also supports ongoing learning through employer-paid certifications and relevant education.

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.
• Participating in and/or coordination of designing, implementing and training on projects as requested. Specific responsibilities unique to an administrator are identified separately.
• Willingness to volunteer and support the local community.

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.