Senior Relationship Manager

2 days ago


Traverse City, Michigan, United States RWA Wealth Partners LLC Full time
Job Overview

RWA Wealth Partners LLC is a boutique wealth management firm that offers a unique blend of financial planning and wealth management services. As a Senior Relationship Manager, you will play a key role in building and maintaining strong relationships with clients, providing them with expert advice and guidance to help them achieve their financial goals.

Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
  • Provide ongoing support and guidance to clients, helping them to navigate complex financial decisions and stay on track with their financial plans.
  • Collaborate with other members of the RWA Wealth Partners team to ensure seamless delivery of services to clients.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to improve client outcomes and drive business growth.
Requirements
  • Bachelor's degree in a relevant field, such as finance, accounting, or business.
  • Series 65 license and CFP designation (or actively pursuing).
  • 4+ years of experience in wealth management or a related field.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
Compensation

Total annual compensation, inclusive of base salary and variable compensation, will range from $120,000 - $160,000. Final base salary will be carefully determined based on several factors, including relevant knowledge, skillset, and experience.



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