UHNW Wealth Relationship Manager
Remote / Online - Candidates ideally in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-05-30
Plano, Collin County, Texas, 75086, USA
Listing for:
Broughton Group
Full Time, Remote/Work from Home
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Sales
Job Description & How to Apply Below
Broughton Group is seeking a Relationship Manager in Plano, Texas, to enhance relationships with ultra-high-net-worth clients. This role involves managing a book of business up to $25M in assets, offering tailored guidance, and participating in advanced financial discussions.
The ideal candidate will have 3+ years in financial services, a consultative mindset, and must hold active FINRA registrations. The position supports career growth through structured onboarding and ongoing education, with a hybrid work model.
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