Senior Wealth Client Relationship Manager
Job in
Cary, Wake County, North Carolina, 27518, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor in United States, North Carolina is seeking a Wealth Management Associate to partner with advisors, deliver client service to high-net-worth clients, and help them reach financial goals. The role involves leading advisory teams operationally, managing a book of assigned clients, and communicating clearly to build lasting relationships while supporting advisors with planning solutions.
Ideal candidates have 2+ years of experience, plus FINRA Series 7/63/65/66 and Life & Health licenses,
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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