Wealth Management Client Relationship Manager

Jobtailor; North Carolina; On-site; USD 60,000 - 120,000; Full time

Job summary

Jobtailor is seeking a Wealth Management Advisor in North Carolina to partner with Wealth Management Advisors to manage client relationships and help high-net-worth clients achieve financial goals. You will oversee an assigned book of clients and implement financial plan recommendations with a client-centric approach.

The role requires 2+ years of experience (3+ preferred), a curious mindset to uncover client needs, an entrepreneurial approach, and strong knowledge of investment solutions.

Qualifications

• 2+ Years Required; 3+ Years Preferred work experience
• Deeply curious with a demonstrated ability to uncover the needs of the client
• Motivated by finding solutions with an entrepreneurial mindset
• Takes pride in knowledge of investment solutions and financial planning
• All licenses and registrations must be obtained within 120 days from start date
• Series 7 and 66 (63 or 65) passed

Responsibilities

• Partnering with Wealth Management Advisors on client relationships
• Supporting high-net worth clients in achieving financial goals
• Managing assigned book of clients
• Implementing financial plan recommendations
• Building meaningful and long-lasting relationships
• Communicating clearly and effectively

Job description

Responsibilities

• Partnering with Wealth Management Advisors on client relationships
• Supporting high-net worth clients in achieving financial goals
• Managing assigned book of clients
• Implementing financial plan recommendations
• Building meaningful and long-lasting relationships
• Communicating clearly and effectively

Requirements

• 2+ Years Required; 3+ Years Preferred work experience
• Deeply curious with a demonstrated ability to uncover the needs of the client
• Motivated by finding solutions with an entrepreneurial mindset
• Takes pride in knowledge of investment solutions and financial planning
• All licenses and registrations must be obtained within 120 days from start date
• Series 7 and 66 (63 or 65) passed