Wealth Management Client Advisor - High-Net-Worth

MOHR Talent; Town of Huntington (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual bonus

401(k) match

Strong benefits

Job summary

A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess a Series 65 license and experience in wealth management. Strong client communication and organization skills are essential. The position comes with competitive compensation and benefits.

Qualifications

• Series 65 REQUIRED.
• Experience in RIA / Wealth Management is essential.
• Must be tech-savvy in a CRM-heavy, process-driven environment.

Responsibilities

• Act as a primary point of contact for high-net-worth clients.
• Handle account servicing and money movement.
• Maintain detailed CRM documentation.

Skills

Client-facing communication skills

Highly organized

Detail-oriented

Proactive

Tech-savvy

Education

Series 65

Experience in RIA / Wealth Management

Tools

Salesforce

MoneyGuidePro

Holistiplan

Zocks

Job description

A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess a Series 65 license and experience in wealth management. Strong client communication and organization skills are essential. The position comes with competitive compensation and benefits.