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Manage and grow a wealth management practice for high-net-worth clients by delivering tailored financial strategies, serving as primary financial contact, collaborating with specialists, and proactively expanding client relationships and assets under management.

Partner with affluent clients to identify financial goals, analyze their financial landscape, and recommend tailored investment and planning solutions. Build and maintain long-term client relationships, communicate complex strategies clearly, and obtain required licenses and FINRA registrations within 120 days.

The Wealth Management Client Relationship Manager partners with advisors to deepen client relationships, manage a client book, and implement financial plans.

Partner with affluent clients to identify financial goals, analyze finances, and recommend tailored wealth management and retirement solutions. Deepen relationships, grow a book of business via referrals, communicate complex financial strategies, and obtain required licenses within 120 days.

Provide sales support for retirement and consulting teams by managing pipelines, contacting participants to schedule meetings and money-movement activities, monitoring documentation quality, supporting on-campus events, and coordinating onboarding and logistical tasks.

Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop and communicate tailored wealth management recommendations. Build and maintain long-term client relationships, grow a book of business through referrals, obtain required licenses, and deliver investment and retirement planning solutions.

Provide in-person and virtual financial counseling to participants, prospects, beneficiaries and institutional plan sponsors. Advise on pensions, annuities, mutual funds, IRAs, 403(b), 529, bank products and life insurance; execute transactions, educate clients on tax and investment strategies, develop client relationships, and coordinate internally to support products and services. Obtain required licenses and FINRA registrations within specified timeframes.

Partner with affluent clients to identify goals, analyze financial situations, and recommend customized wealth management and retirement solutions. Build and deepen long-term client relationships, communicate complex strategies clearly, and maintain required FINRA and insurance licenses.

Provide in-person and virtual financial counseling to participants and beneficiaries on pensions, annuities, mutual funds, IRAs, 529s, 403(b), life insurance and other products; execute transactions, educate clients on tax and investment strategies, grow institutional sponsor relationships, collaborate internally, and obtain required licenses within 120 days. Hybrid role with regional client visits and up to 25% occasional travel.

The Wealth Management Advisor partners with affluent clients to develop financial strategies, maintain relationships, and provide solutions for their financial goals.