Wealth Management Advisor

Veritas Partners; North Carolina; On-site; USD 100,000 - 180,000; Full time

Job summary

Veritas Partners in Raleigh, NC seeks an experienced Wealth Management Officer to join our Wealth Relationship Management team. You will develop new client relationships and maintain existing ones to boost satisfaction and loyalty.

Key duties include assessing client needs, coordinating investment strategies, and offering specialty services such as estate planning, retirement solutions, and tax optimization to deepen engagement and drive growth.

Qualifications

• 5+ years wealth management experience.

Responsibilities

• Assess client needs, provide personalized financial advice, and coordinate investment strategies.
• Provide specialty services such as estate planning, retirement solutions, and tax optimization strategies.
• Monitor client portfolios, address client inquiries, and implement strategies to deepen client engagement and drive business growth within the wealth management sector.

Skills

Wealth management

Job description

Our client is in growth mode in the Carolinas! They are currently seeking an experienced Wealth Management Officer to join their team in the Raleigh market.

Wealth Relationship Management is responsible for the processes associated with wealth management relationship management, including the development of new client relationships and the maintenance of existing ones to enhance client satisfaction and loyalty. Activities may include:

• Assessing client needs, providing personalized financial advice, coordinating investment strategies, and ensuring effective communication between clients and the wealth management team.
• Specialty services such as estate planning, retirement solutions, and tax optimization strategies.
• Monitoring client portfolios, addressing client inquiries, and implementing strategies to deepen client engagement and drive business growth within the wealth management sector.
• 5+ years' wealth management experience required.