Wealth Client Relationship Manager
$62,500–$87,500 year
On-site · Charlotte, North Carolina, United States
Job Summary
Wealth Client Relationship Manager partners with Wealth Management Advisors to deliver client service for high-net-worth clients, leading advisory teams to implement financial plans, coordinate asset consolidation, and strengthen client relationships. Responsibilities include managing a book of assigned clients, coordinating with advisors on plan recommendations, communicating clearly, and utilizing relationship-building skills to drive growth and value. Requires obtaining all licenses/registrations within 120 days from start date and leveraging knowledge of investment products, retirement planning, and wealth management solutions to support advisors and clients.
Required Qualifications
- Educational Requirements University (Degree) Preferred
- Work Experience 2+ Years Required; 3+ Years Preferred
- FINRA Registrations Series 7; Series 63; Series 65; Series 66
- Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
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