Wealth Advisor Apprentice: Build Client Relationships

Colonial Group; Hutchinson (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401(k)

Paid holidays

Vacation and PTO

ESOP

Job summary

RCB Bank is seeking an intermediate-level Relationship Manager within the Trust & Wealth Management department to administer and retain a portfolio of client relationships. The role focuses on smaller, less complex accounts, including investment management and IRA relationships, while developing for advancement.

You will deliver fiduciary services, ensure client satisfaction, and participate in business development activities as needed, with support from more senior advisors.

Qualifications

• Three (3) years of customer service experience.
• Previous investment experience.
• Commitment to ongoing learning in wealth management.
• Bachelor’s degree in finance, business, or related field preferred.

Responsibilities

• Manage a portfolio of client relationships, aligning with risk tolerance and objectives.
• Serve as primary contact for assigned clients to ensure high-quality experience.
• Administer investment management, IRA, endowment, and custody accounts in fiduciary compliance.
• Conduct proactive client outreach via calls, emails, and meetings.
• Perform periodic account reviews and document client objectives and allocations.
• Monitor client satisfaction and identify opportunities to deepen relationships.

Skills

Relationship management

Customer service

Investment knowledge

Communication

Organizational skills

Education

Bachelor’s degree (preferred)

High school diploma or GED

Tools

CRM software

Job description

RCB Bank is seeking an intermediate-level Relationship Manager within the Trust & Wealth Management department to administer and retain a portfolio of client relationships. The role focuses on smaller, less complex accounts, including investment management and IRA relationships, while developing for advancement.

You will deliver fiduciary services, ensure client satisfaction, and participate in business development activities as needed, with support from more senior advisors.