Senior Wealth Client Relationship Manager

Jobtailor; North Carolina; On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor in United States, North Carolina is seeking a Wealth Management Associate to partner with advisors, deliver client service to high-net-worth clients, and help them reach financial goals. The role involves leading advisory teams operationally, managing a book of assigned clients, and communicating clearly to build lasting relationships while supporting advisors with planning solutions.

Ideal candidates have 2+ years of experience, plus FINRA Series 7/63/65/66 and Life & Health licenses,

Qualifications

• 2+ years of experience in wealth management or client advisory.
• Experience serving high-net-worth clients and delivering tailored financial solutions.
• Strong interpersonal communication and relationship-building capabilities.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Operationally lead Wealth Management advisory teams to help clients achieve financial goals.
• Manage responsibilities for a book of assigned clients and ensure service quality.
• Communicate clearly and succinctly to build meaningful relationships and support planning solutions.

Skills

Interpersonal communication

Relationship building

Client service

Operational leadership

Job description

Jobtailor in United States, North Carolina is seeking a Wealth Management Associate to partner with advisors, deliver client service to high-net-worth clients, and help them reach financial goals. The role involves leading advisory teams operationally, managing a book of assigned clients, and communicating clearly to build lasting relationships while supporting advisors with planning solutions.

Ideal candidates have 2+ years of experience, plus FINRA Series 7/63/65/66 and Life & Health licenses,