Relationship Manager

Relationship Manager

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

Description

Relationship Manager

Midtown Manhattan

Boutique Wealth Advisory Firm

 

Overview
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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