Relationship Manager
GemHarvest Executive Recruiting - chadds ford, PA
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Relationship ManagerBillion+ Independent Wealth Management FirmChadds Ford, PABillion Dollar+ Independent RIA seeks a Relationship Manager and CFP to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele while maintaining and growing relationships. Not a sales role.The Firm offers comprehensive investment management and financial planning for a sophisticated client base, and fosters a collegial culture of continuous learning and growth. HighlightsCollaborate with and support Lead Advisors as part of an ensemble practice to provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planningNurture, manage, and maintain strong client relationshipsTeam-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional managementExcellent career growth trajectory within the firm, potential for Lead Advisor successionCompetitive compensation package including a significant base salary, bonus, and benefitsRequirements3-5+ years client-facing Financial Advisory experienceCFP designationDrive to continuously improve and grow in a collaborative team based environment
Created: 2024-09-30