Senior Wealth Relationship Manager

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

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.