Senior Wealth Relationship Specialist

Aumni; New York (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Client Specialist who will deeply engage with high net worth clients to generate new wealth relationships while managing existing ones. This role requires a college degree and over 7 years of experience in wealth management, alongside the necessary licenses like Series 7 and 63.

The ideal candidate will have a proven track record in marketing wealth management services and possess strong communication skills. A competitive compensation package, including various benefits, is offered to new employees.

Qualifications

• 7+ years of industry experience.
• Series 7 and 63 licenses required.
• Sound knowledge of trusts, estates, and financial planning.

Responsibilities

• Collaborate with bankers for new wealth relationships.
• Engage with Wealth Advisors to deepen relationships.
• Generate new assets under management.

Skills

Marketing wealth management products

Client communication

Financial planning knowledge

Integrity and ethical behavior

Education

College degree

MBA or equivalent (preferred)

Job description

TwinThread is seeking a Client Specialist who will deeply engage with high net worth clients to generate new wealth relationships while managing existing ones. This role requires a college degree and over 7 years of experience in wealth management, alongside the necessary licenses like Series 7 and 63.

The ideal candidate will have a proven track record in marketing wealth management services and possess strong communication skills. A competitive compensation package, including various benefits, is offered to new employees.