Private Wealth Relationship Manager

Lead-Advisor • Full-time • Downers Grove, Illinois, United States • $90k - $115k / year • 3d ago

Our client, an award winning wealth management practice is seeking a Private Wealth Relationship Manager to manage existing client relationships. The right candidate will have a passion for financial planning and experience in working with a wealth management clientele.

Potential Key Responsibilities (but not limited to):

Initially, sit 2nd Chair in client meetings with the firm’s partners to understand the planning philosophy and build relationships with the clients.
After a transfer of trust process, the Relationship Manager will directly manage a segment of client relationships for the firm by preparing and hosting client review meetings.

· Identify new planning opportunities within conversation with existing clients. The Relationship Manager should also seek referrals from within the existing book.

The role will be responsible for updating our client’s financial plans. We also want equal weight here on portfolio discussion. This person needs to know a fair amount portfolio construction, mutual funds, and ETF’s. to remain relevant to their goals and current market/economic environment. The Relationship Manager will collaborate with other team members to build comprehensive financial plans for new clients in addition to updating plans for existing clients. Plans may address:

· Investments

· Retirement Planning

· Retirement Income Distribution Planning

· Estate Planning Concepts

· Life insurance, Disability and Long Term Care insurance analysis

· Asset/Liability management and cash flow scenarios

· Tax implications

· Education Funding

· Major Purchase Planning

· Saving Strategies

· Business Planning

Ensure all client data is entered and tracked appropriately in CRM.

· Craft thoughtful and clear email summaries and recaps to clients post-meeting.

Maintain a thorough understanding and ability to adhere to compliance standards

Identify and pursue opportunities to expand the firm's client base of high-net-worth individuals and families though prospecting and centers of influence.

Foster a collaborative and client-focused culture within the advisory team.

Work closely with other departments to deliver comprehensive wealth management solutions.

Qualifications:

Bachelor’s Degree
5+ Years of Financial Planning Experience
Working towards Certified Financial Planner ® designation (CFP Preferred)
Preferred to have series 7, 66 and insurance licenses
Client facing financial advising experience
Operates with a caring and collaborative attitude
Ability to be in office 5 days per week for first 6 months, then 3/2.

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