Wealth Advisor, HNW Portfolios & Client Relations

Staffing In Motion; Plano (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health / dental / vision coverage

401(k) matching

Job summary

Staffing In Motion in Plano, TX is seeking a Relationship Manager to oversee a discretionary book of 150-200 high-net-worth households with $100M-$150M in assets. You will act as the central client contact, explaining investment decisions and addressing client questions about portfolios and markets.

Compensation disclosed includes a base range of $85,000-$95,000 plus $20,000-$30,000 in bonuses, with overall pay potentially reaching up to $120,000 base and higher discretionary bonuses.

Responsibilities

• Manage relationships with a book of 150-200 high-net-worth households (assets $100M-$150M).
• Educate clients on the firm's investment philosophy and portfolio decisions.
• Serve as the central point of contact for clients and communicate market events and portfolio strategy.

Job description

Staffing In Motion in Plano, TX is seeking a Relationship Manager to oversee a discretionary book of 150-200 high-net-worth households with $100M-$150M in assets. You will act as the central client contact, explaining investment decisions and addressing client questions about portfolios and markets.

Compensation disclosed includes a base range of $85,000-$95,000 plus $20,000-$30,000 in bonuses, with overall pay potentially reaching up to $120,000 base and higher discretionary bonuses.