Relationship Manager

Relationship Manager

Boutique Wealth Advisory Firm
March 16, 2021
Midtown Manhattan, United States


Relationship Manager

Midtown Manhattan

Boutique Wealth Advisory Firm


Dynamic Boutique Wealth Advisory Firm seeks a Relationship Manager who is passionate about client relationships to provide comprehensive financial planning and investment advice.

  • The Firm is growing rapidly through the acquisition of retiring advisors and is seeking a Lead Advisor to inherit client relationships
  • Opportunity to make an impact on the Firm by delivering an exceptional client experience, through high touch relationship management and financial planning expertise
  • Firm has a track record of retaining and developing talent
  • Strong culture of teamwork, work life balance and personal and
    professional growth
  • Not a commissioned sales role; no portable book of business required
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