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Wealth Relationship Manager SAFE Act - SAN FRANCISCO
$88,400–$132,600 year
On-site · San Francisco, California, United States
Job Summary
Senior Wealth Relationship Manager role focused on identifying and deepening relationships with affluent/HNW clients through financial planning, discovery, and profiling; provide holistic solutions using a wide range of products and tools; collaborate with product specialists; maintain high-touch, in-branch client engagement with emphasis on compliance, KYC/AML, and regulatory adherence; drive referrals and client events to grow portfolio; coach and train new recruits; manage risk with ethical judgment and a customer-centric approach.
Required Qualifications
- Bachelor's degree or equivalent experience
- 5-8 years of experience in wealth management/financial planning or related field
- Must have current US FINRA registrations: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
- Mortgage loan originator registration with NMLS and ongoing compliance requirements
- Knowledge of financial planning tools (Money Guide Pro, NaviPlan, etc.) and MS Office
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