TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent RIA based in Friendswood, TX is hiring an experienced wealth management professional to become a Relationship Manager on their growing team.
The Relationship Manager works with the Advisory team on all aspects of wealth management, including managing existing client relationships, identifying and meeting client needs, and developing, presenting, and overseeing the implementation of financial plans.
The Relationship Manager is not expected to create new client introductions, although if interested in asset gathering this person would have that opportunity in the future.
Essential Duties and Responsibilities :
Lead and direct discovery, decision, and review meetings for current and prospective clients.
Heading up and providing care for select existing clients
Conduct periodic client portfolio reviews
Monitor and adjust asset allocations
Uncover and receive new assets from existing clients
Build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives
Develop a thorough understanding of each client's financial situation to create and maintain customized investment strategies
Manages the financial life cycle of our client families in all phases accumulation, maintenance, and wealth transfer
Solve complicated financial planning, estate, tax, and retirement issues
Understands financial concepts including Investment Models, Securities, Real Estate, Risk / Risk Tolerance, Estate Planning Tools, Tax (Personal and business), Trusts, and Insurance
Collaborate with Portfolio Manager to ensure the client is invested appropriately.
Organize and direct client priorities and tasks amongst teammates.
Quick decision-making in response to changing conditions
Client and team collaboration focused on results
Directive leadership to assure business goals are achieved
Delegation of details as necessary, with follow-up on timeliness and quality
Receiving client referrals and transmitting them to the marketing team
Maintaining client care notes.
Interfacing with trading, compliance, and client service teams.
Client onboarding
Research
Qualifications :
Bachelor’s degree or higher
Minimum of 3-5 years in Wealth Management
FINRA 7, 66 (or 65 + 63) preferred but not required
CFP designation preferred
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