Wealth Manager

Verve Search Group; Fort Lauderdale (FL); On-site; USD 90,000 - 110,000; Full time

Job summary

Verve Search Group in Fort Lauderdale, FL is seeking an experienced Wealth Manager to oversee and grow relationships with an established client portfolio. This is a relationship-driven role focused on client retention, ongoing account management, and providing financial guidance with opportunities to expand services.

The role requires 5+ years in wealth management or related client-facing roles, licenses such as Series 6/63/65/7 and Life & Health, and strong communication and CRM skills.

Qualifications

• 5+ years of wealth management or related client-facing experience.
• Experience managing an existing book of business or portfolio.

Responsibilities

• Manage and strengthen relationships with an existing client book.
• Serve as primary contact for client needs and ongoing account management.
• Identify opportunities to expand client relationships through investment, retirement, and annuity solutions.
• Conduct regular client reviews and proactive communications.
• Build trust and drive long-term retention.
• Generate referrals through relationships and networking.
• Collaborate with internal investment and financial planning teams.

Skills

Relationship-building

Client service

Communication

Account management

Networking

Tools

Salesforce

Job description

Fort Lauderdale, FL | $90K–$110K Base + Commission & Potential Bonuses

We are seeking an experienced Wealth Manager to oversee and develop relationships with an established portfolio of clients. This is primarily a relationship-driven position, focused on client retention, ongoing account management, financial guidance, and identifying opportunities to further support existing clients. This is not a traditional hunter or heavy cold-calling sales role.

Key Responsibilities

• Manage and strengthen relationships with an existing book of wealth management clients.
• Serve as the primary point of contact for client needs, questions, and ongoing account management.
• Identify opportunities to expand existing client relationships through investment, retirement, and annuity solutions.
• Conduct regular client reviews and provide proactive communication.
• Build trust, maintain client satisfaction, and drive long-term retention.
• Generate referrals through established relationships and networking.
• Collaborate with internal investment and financial planning teams.

Qualifications

• 5+ years of experience in wealth management, financial services, or a related client-facing role.
• Experience managing an existing book of business or client portfolio.
• Working knowledge of managed investment accounts and annuity products.
• Series 6, 63, 65 and/or 7 licenses; Life & Health Insurance license preferred.
• Strong relationship-building, communication, and client service skills.
• Experience with CRM platforms such as Salesforce preferred.