Financial Relationship Expert
5 days ago
The salary range for this position is $98,000 - $258,600 per year. Final compensation will be determined by location, skills, experience, qualifications, and the career level at which the position is filled. Position may be filled as a Relationship Manager - RIA or Sr. Relationship Manager - RIA, depending on the skills, qualifications, and number of years of experience.
About 1834 Investment Advisors
1834 Investment Advisors is a SEC registered investment adviser focused on helping individuals and organizations manage complex financial needs through financial planning, asset management, retirement plan services, and private banking. The Relationship Manager - RIA works as part of a team of specialists across 1834 Investment Advisors and its affiliate Old National Bank. The incumbent will work closely with financial planners, portfolio managers, trust officers, retirement plan service administrators, and philanthropy officers as appropriate.
Required Skills and Qualifications
To be successful in this role, candidates must possess strong relationship building skills, including verbal and written communication skills. A working knowledge of investment markets, products, and services is also required, along with the ability to implement investment strategies to meet client needs and goals. A Bachelor's degree in finance, business, or related field is required, along with 10+ years of wealth/investment experience.
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