Wealth Management Client Relationship Leader

Nuveen; Frisco (TX); On-site; USD 62,500 - 87,500; Full time

Benefits offered by this job

Retirement program

Health and wellness offerings

Learning and development opportunities

Job summary

A leading financial services firm is seeking a Wealth Management Client Relationship Manager in Frisco, Texas. This role involves managing high-net worth client relationships, leading advisory team practices, and providing comprehensive financial planning services. Candidates should have at least 2 years of experience in financial services, relevant licenses, and a strong background in client relationship management. The position offers a base salary ranging from $62,500 to $87,500, with opportunities for performance-related incentives.

Qualifications

• 2+ years of financial services experience is required.
• Series 7, 66 (or 63 & 65) licenses are needed within 120 days from start date.
• Life and Health Insurance License required.

Responsibilities

• Manages relationships with high-net worth clients.
• Leads advisory team meetings for practice management.
• Provides client service and sales support.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Quantitative Analysis

Education

University Degree Preferred

Tools

Financial Planning Tools

Job description

A leading financial services firm is seeking a Wealth Management Client Relationship Manager in Frisco, Texas. This role involves managing high-net worth client relationships, leading advisory team practices, and providing comprehensive financial planning services. Candidates should have at least 2 years of experience in financial services, relevant licenses, and a strong background in client relationship management. The position offers a base salary ranging from $62,500 to $87,500, with opportunities for performance-related incentives.