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Elite Wealth Relationship Manager

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Teachers Insurance and Annuity Association of America
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider in Charlotte is seeking a Wealth Client Relationship Manager to enhance client relationships and support financial goals for high-net worth clients. Candidates should possess a minimum of 2 years in financial services and relevant financial licenses, with a strong emphasis on relationship management and client service. The role involves collaborating with advisors to implement planning solutions and requires ongoing development to ensure compliance with licensing requirements.

A competitive salary package is offered with potential performance incentives.
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