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Wealth Management Client Relationship Manager
Job in
Wilmington, New Hanover County, North Carolina, 28412, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Responsibilities
- Partnering with Wealth Management Advisors on client relationships
- Supporting high-net worth clients in achieving financial goals
- Managing assigned book of clients
- Implementing financial plan recommendations
- Building meaningful and long-lasting relationships
- Communicating clearly and effectively
- 2+ Years Required; 3+ Years Preferred work experience
- Deeply curious with a demonstrated ability to uncover the needs of the client
- Motivated by finding solutions with an entrepreneurial mindset
- Takes pride in knowledge of investment solutions and financial planning
- All licenses and registrations must be obtained within 120 days from start date
- Series 7 and 66 (63 or 65) passed
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