Senior Relationship Manager
2 days ago
{"Role Overview": "At RWA Wealth Partners LLC, we're seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our clients.
Your primary focus will be on building and maintaining strong relationships with our clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
Key Responsibilities:
* Serve as primary contact for a subset of clients and engage in regular financial plan creation and delivery.
* Assist clients with tax planning, analysis, and other financial planning services.
* Contribute to our culture of knowledge sharing and best practice creation.
* Partner with Financial Advisers during the client onboarding experience.
* Identify opportunities for relationship enhancement and provide swift, efficient solutions.
Requirements:
* Bachelor's Degree, Series 65 license, and CFP designation (or actively pursuing).
* 4+ years' experience working directly with clients.
* Excellent customer service, communication, emotional intelligence, writing, and interpersonal skills.
* Strong computer skills and proficiency in eMoney or other financial planning software.
Total annual compensation, inclusive of base salary and variable compensation, will range from $120,000 - $160,000.
RWA Wealth Partners LLC is an equal opportunity employer. We believe in building an enduring culture of inclusion and belonging.
If you're passionate about delivering exceptional client service and have a strong background in wealth management, we encourage you to apply for this exciting opportunity.
#LI-Hybrid"}
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