Wealth Management Client Relations & Sales Specialist

Confidential; Maryville (TN); On-site; USD 48,000 - 72,000; Full time

Job summary

Confidential Wealth Management is seeking a Client Sales Specialist to support advisors on a full-service platform, handling client contact, relationship building and referrals while ensuring data integrity and compliance.

The role involves account openings, maintenance, and collaboration with sales, compliance and back-office teams in a fast-paced environment; prior FINRA licensing and Life/Health licenses are preferred.

Qualifications

• 0-2 years’ experience required; 2-4 years’ experience preferred.
• High School diploma or equivalent; Bachelor’s degree preferred.
• Proficient use of Microsoft Office; DocuSign experience preferred.
• Accurate typing, spelling and grammar; strong written and verbal communication.
• FINRA Licenses: Series 7, 66/63 preferred; Life & Health licenses preferred.

Responsibilities

• Provide overall support to management, advisors and staff; manage files and back-office processes.
• Extensive client contact and involvement with prospective and existing clients.
• Assist with account maintenance, money transfer requests and address changes.
• Coordinate with sales, compliance and other business lines; manage account opening processes.
• Review client activity for accuracy and reconciliation; attend client meetings as needed.
• Handle inquiries, ensure confidentiality and adhere to policies; drive process improvements.
• Master technology to maximize its benefits and ensure data integrity.

Skills

Client relationship

Sales support

Communication skills

Data entry accuracy

Time management

Education

High School diploma

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Outlook

PowerPoint

DocuSign

Job description

Confidential Wealth Management is seeking a Client Sales Specialist to support advisors on a full-service platform, handling client contact, relationship building and referrals while ensuring data integrity and compliance.

The role involves account openings, maintenance, and collaboration with sales, compliance and back-office teams in a fast-paced environment; prior FINRA licensing and Life/Health licenses are preferred.