Job description
**Wealth Client Relationship Manager**
The Wealth Client Relationship Manager collaborates with advisors to assist high-net-worth clients by overseeing designated accounts and executing financial planning strategies. This position plays a critical leadership role within advisory teams to guide clients towards their financial objectives through efficient collaboration and transparent communication. Applicants should possess a minimum of 2 years of relevant experience, and a university degree is ideal. The role necessitates securing Series 7, 63, 65, or 66 licenses, along with a Life and Health Insurance license, within 120 days of commencing employment.
