Relationship Manager
Billion+ Independent Wealth Management Firm
Chadds Ford, PA
Billion 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.
Highlights
- Collaborate 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 planning
- Nurture, manage, and maintain strong client relationships
- Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
- Excellent career growth trajectory within the firm, potential for Lead Advisor succession
- Competitive compensation package including a significant base salary, bonus, and benefits
Requirements
- 3-5+ years client-facing Financial Advisory experience
- CFP a plus
- Drive to continuously improve and grow in a collaborative team based environment
