Senior Wealth Relationship Advisor

CFA Institute; Raleigh (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

CFA Institute seeks a Wealth Relationship Manager to develop new client relationships and maintain existing ones, delivering personalized financial guidance and coordinated investment strategies. The role emphasizes estate planning, retirement solutions, and tax optimization to enhance client satisfaction and drive business growth within wealth management.

Responsibilities include monitoring portfolios, responding to inquiries, and deepening client engagement through proactive strategies in a

Qualifications

• Bachelor's degree required or equivalent combination of education and experience.

Responsibilities

• Assess client needs and provide personalized financial advice and plans.
• Coordinate investment strategies and ensure effective communication between clients and the wealth management team.
• Monitor client portfolios and address inquiries to deepen engagement and drive growth.

Skills

Relationship management

Financial advisory

Portfolio monitoring

Education

Bachelor's Degree

Job description

CFA Institute seeks a Wealth Relationship Manager to develop new client relationships and maintain existing ones, delivering personalized financial guidance and coordinated investment strategies. The role emphasizes estate planning, retirement solutions, and tax optimization to enhance client satisfaction and drive business growth within wealth management.

Responsibilities include monitoring portfolios, responding to inquiries, and deepening client engagement through proactive strategies in a