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Relationship Manager

Position ID: KF/FLrelationship
Location: Jupiter FL

Relationship Manager

 

Our client is a fee-only RIA in solid growth mode after several acquisitions and located on Florida's beautiful east coast. The culture is very team-oriented, client focused and offers clients holistic wealth planning, estate planning, tax and insurance with a multi-family-office-style approach.

 

The organization seeks a wealth relationship manager to work directly alongside the company president as the face of the company. Because the role will manage an inherited book of approximately $300mm in AUM among HNW and UHNWclients, a high-energy level and outgoing personality is desired as well as technical wealth management skills. There are no immediate sales responsibilities involved. This is a unique succession opportunity with huge growth potential!

 

Responsibilities include day to day client contact; creating business plans geared toward client growth, acting as a conduit between the client and the President and working with an efficient and knowledgeable team of a financial advisor, an investment analyst, and administrative personnel.

 

A competitive salary is offered along with bonus, flex hours, a 401K match and additional training budget.

 

The desired candidate will possess:

Strong knowledge of client-facing investment management, financial planning

A CFP willingness to work toward

Minimum education: Bachelor’s Degree

Energetic personality and good presentation/marketing skills a plus

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code KF/FLrelationship in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code KF/FLrelationship 

 

NO CALLS PLEASE

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