Private Wealth Relationship Manager
On-siteNew Orleans, Louisiana, United States
Job Summary
Support the Financial Advisor team by developing and enhancing existing client relationships while spending more than 50% of time on relationship management activities. Assist with and attend client meetings covering investment strategy, account performance, new products, and market developments to promote growth. Engage portfolio managers and product specialists to coordinate sales and service activities, and work with the Senior Business Manager to develop and monitor the team's client service model. This role is an FA Paid Resource and may require SAFE Act registration for residential mortgage loans. Requires Series 7, 63/65, or 66; must obtain all state registrations held by supported advisors.
Required Qualifications
- Series 7, 63/65 or 66 or equivalent
- must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration
- ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
Desired Qualifications
- Account Management
- Business Acumen
- Client Management
- Client Solutions
- Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process Simplification
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