Wealth Relationship Specialist

Austin Community College; New York (NY); On-site; USD 62,000 - 100,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive opportunities

Job summary

A leading wealth management firm in New York is seeking a Relationship Manager to support Financial Advisors and enhance client relationships. This role involves managing client onboarding, documenting interactions, and engaging specialists for client needs. Strong communication and organizational skills are essential, along with relevant certifications. This position offers an annual salary between $62,000 and $100,000 and includes access to industry-leading benefits.

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations.
• SAFE ACT Registration; ADV-2B Required.
• Maintain at least one firm approved designation.
• Strong communication skills.
• Ability to lead through collaboration and influence.
• Detail oriented and strong organizational skills.
• Knowledge of Wealth Management products and services.
• Proven ability to manage risk.

Responsibilities

• Support Financial Advisor team to enhance client relationships.
• Document client interactions and provide updates.
• Assist in developing team’s client segmentation strategy.
• Attend client review meetings and capture notes.

Skills

Account Management

Business Acumen

Client Management

Client Solutions Advisory

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Education

High School Diploma / GED / Secondary School

Job description

A leading wealth management firm in New York is seeking a Relationship Manager to support Financial Advisors and enhance client relationships. This role involves managing client onboarding, documenting interactions, and engaging specialists for client needs. Strong communication and organizational skills are essential, along with relevant certifications. This position offers an annual salary between $62,000 and $100,000 and includes access to industry-leading benefits.