Wealth & Client Relations Leader
Listed on 2026-07-20
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Finance & Banking
Financial Advisor / Consultant
• Engage and convert high quality prospective clients (introduce through internal and external lead sources), including delivering the appropriate inbound and outbound effort
• Managing on-going client relationships and expanding those relationships where appropriate
• Collaborating with other internal stakeholders to ensure a smooth onboarding experience for new clients.
• Effectively manage prospect pipeline with activity-based metrics and qualitative engagement
• Track and report key business development metrics, including pipeline progress, conversion, and revenue growth.
Requirements
- Bachelor's degree in Business, Finance, or a related field; MBA or CFP® a plus.
- 5+ years of experience in business development, sales and relationship management within financial services or wealth management.
- Proven track record of meeting or exceeding growth targets.
- Strong understanding of investment products, financial planning, and regulatory environment.
- Experience in workplace solutions and conversion process
- Excellent communication, negotiation, and interpersonal skills.
- Self-motivated, with the ability to work independently and collaboratively.
- FINRA Series 7 and 66 (or 63 & 65) Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), or similar credentials.
🔍 ATS Optimization Keywords
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to Job Tailor job listings.
Hard Skills
- business development
- sales
- relationship management
- investment products
- financial planning
- regulatory environment
- workplace solutions
- conversion process
- pipeline management
- metrics tracking
Soft Skills
- communication
- negotiation
- interpersonal skills
- self-motivated
- independent work
- collaborative work
Certifications & Qualifications
- Bachelor's degree
- MBA
- CFP®
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- CFA
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