Registered Wealth Management Advisor
On-site · Altoona, Pennsylvania, United States
Job Summary
Client Relationship Manager focused on growing and deepening client relationships in wealth management. Collaborate with the investment team to align models with client objectives, work with researchers and portfolio managers to evaluate opportunities, enter trades and rebalances, schedule and facilitate client meetings, prepare financial reports, and support marketing and development initiatives. Requires effective communication, proficiency with CRM and financial planning software, and a professional, team-oriented approach; 3+ years in financial services and relevant securities licenses may be required by state. Bachelor’s degree preferred.
Required Qualifications
- 3+ years of experience in the financial services industry
- SIE Series 7 Series 63, 65 and/or 66 as required by state
- Bachelor’s degree preferred
- Knowledge of CRM software and Microsoft Office Suite
- Education: Bachelor’s degree preferred or equivalent experience in industry
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