Relationship Manager

2 weeks ago


Chevy Chase, United States TritonPoint Wealth Full time

Overview:

TritonPoint Wealth, renowned for its entrepreneurial and independent spirit, seeks a Relationship Manager who embodies our values of trustworthiness, knowledge, and collaboration. This role is integral to cultivating empowering relationships with clients, ensuring their financial confidence and freedom.


Key Responsibilities:

• Client-Centric Relationship Building: Foster deep, trusting relationships with clients, understanding and aligning with their financial aspirations.

• Holistic Financial Guidance: Provide comprehensive, creative financial solutions encompassing investments, tax strategies, and estate planning.

• Adaptive Portfolio Management: Manage client portfolios with diligence and adaptability, aligning with individual goals and risk profiles.

• Empowering Communication: Regularly engage with clients, empowering them with knowledge and confidence in their financial journey.

• Entrepreneurial Business Development: Drive growth through innovative client acquisition and retention strategies.

• Collaborative Teamwork: Work in harmony with diverse teams, contributing to a culture of mutual learning and intellectual growth.

• Commitment to Compliance and Integrity: Uphold the highest standards of professionalism, adhering to regulatory requirements.


Qualifications:

• Bachelor’s degree in a relevant field; CFP® or similar designation preferred.

• 5+ years in wealth management, with a proven track record of client satisfaction.

• Deep understanding of financial markets and wealth management strategies.

• Exceptional communication skills, with a client-first mindset.

• Proficient in modern financial planning tools and CRM systems.

• A collaborative, open-minded approach to work and learning.

• Team player with a collaborative spirit and the ability to thrive in a dynamic environment.

• A passion for finance and a strong commitment to personal and professional development within the wealth management industry.


Career Growth Opportunity:

At TritonPoint Wealth, you’re not just an employee; you’re a valued member of our team. We offer a nurturing environment with an apprenticeship model, providing access to early, meaningful client interactions and progressive career path opportunities. We’re committed to your long-term growth and success, valuing your voice and contributions.


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