Wealth Relationship Manager Safe Act - Nyc Metro

Workforcity

Huntington, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: not ...
Strong analytical and financial skills
Excellent discovery and profiling skills
Experience with financial planning software
The Wealth Relationship Manager role focuses on building and deepening relationships with affluent clients. It involves understanding complex financial needs and providing tailored solutions. The position offers competitive salary and benefits, including medical coverage and paid time off

Job Summary

  • The Wealth Relationship Manager role focuses on building and deepening relationships with affluent clients. It involves understanding complex financial needs and providing tailored solutions. The position offers competitive salary and benefits, including medical coverage and paid time off.

Matching Summary

The Wealth Relationship Manager role focuses on building and deepening relationships with affluent clients. It involves understanding complex financial needs and providing tailored solutions. The position offers competitive salary and benefits, including medical coverage and paid time off.

Salary

Base: $88,400.00 - $132,600.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance

Skills & Requirements

Must-have

  • Strong analytical and financial skills
  • Excellent discovery and profiling skills
  • Experience with financial planning software

Nice-to-have

  • Strong communication and diplomacy skills
  • Self-starter and problem solver
  • Ability to coach and train new recruits

Key Requirements

  • 5-8 years of experience
  • Required US FINRA Registration
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter