Senior Wealth Management & Relationship Advisor

Veritas Partners; North Carolina; On-site; USD 100,000 - 180,000; Full time

Job summary

Veritas Partners in Raleigh, NC seeks an experienced Wealth Management Officer to join our Wealth Relationship Management team. You will develop new client relationships and maintain existing ones to boost satisfaction and loyalty.

Key duties include assessing client needs, coordinating investment strategies, and offering specialty services such as estate planning, retirement solutions, and tax optimization to deepen engagement and drive growth.

Qualifications

• 5+ years wealth management experience.

Responsibilities

• Assess client needs, provide personalized financial advice, and coordinate investment strategies.
• Provide specialty services such as estate planning, retirement solutions, and tax optimization strategies.
• Monitor client portfolios, address client inquiries, and implement strategies to deepen client engagement and drive business growth within the wealth management sector.

Skills

Wealth management

Job description

Veritas Partners in Raleigh, NC seeks an experienced Wealth Management Officer to join our Wealth Relationship Management team. You will develop new client relationships and maintain existing ones to boost satisfaction and loyalty.

Key duties include assessing client needs, coordinating investment strategies, and offering specialty services such as estate planning, retirement solutions, and tax optimization to deepen engagement and drive growth.