Senior Wealth Relationship Manager – South Florida

Citi; Boca Raton (FL); On-site; USD 72,880 - 109,320; Full time

Benefits offered by this job

Competitive medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

A leading financial services company is seeking a seasoned Sr. Analyst for Wealth Relationship Management in Boca Raton, FL. This role requires extensive experience in financial planning and client engagement. Candidates should possess strong analytical, communication, and organizational skills, along with relevant FINRA registrations. This position offers competitive compensation including a salary range of approximately $72,880 to $109,320, along with a comprehensive benefits package.

Qualifications

• 5-8 years of experience in financial services.
• Must meet all US FINRA Registration requirements within 150 days.
• Knowledge of investment and financial planning strategies preferred.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Anticipate clients' complex financial needs.
• Provide regular engagement and communication with clients.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to details

Self-starter and goal-oriented

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

A leading financial services company is seeking a seasoned Sr. Analyst for Wealth Relationship Management in Boca Raton, FL. This role requires extensive experience in financial planning and client engagement. Candidates should possess strong analytical, communication, and organizational skills, along with relevant FINRA registrations. This position offers competitive compensation including a salary range of approximately $72,880 to $109,320, along with a comprehensive benefits package.