Wealth Manager: Client Retention & Growth

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

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.