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Relationship Manager: Wealth Advisory & Client
Job in
Bethpage, Nassau County, New York, 11714, USA
Listed on 2026-01-15
Listing for:
United Capital Financial Advisors, LLC
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in New York seeks a skilled Relationship Manager to enhance client experiences and support high-net-worth individual relationships.
This role offers the opportunity to work closely with Wealth Advisors and Managing Directors, providing personalized service and assisting in the financial planning process. Ideal candidates should possess a Bachelor's degree and at least 3 years of financial services experience. Competitive compensation and benefits are included, along with a clear path for career development.
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