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Wealth Advisory: Client Relationship Manager
Job in
Fort Wayne, Allen County, Indiana, 46804, USA
Listed on 2026-06-18
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Kestra Holdings in Fort Wayne, IN, is seeking a Financial Advisory – Relationship Manager to oversee client service delivery and drive operational excellence. You will lead client relationship efforts, ensuring a high-touch service model that deepens trust.
This role demands strong investment operations knowledge and exceptional communication skills. Responsibilities include managing client onboarding, overseeing service activities, and collaborating with Lead Advisors on financial planning.
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