Relationship Manager - Wealth Management, Eau Claire

About the role

As a Relationship Manager in the Wealth Management division based in Eau Claire, you will be responsible for developing and maintaining high-value client relationships, providing personalized financial advice, and managing complex wealth management portfolios.

Responsibilities

• Develop and maintain strong client relationships through proactive communication and service delivery.
• Provide comprehensive financial planning and investment advice tailored to individual client needs.
• Manage and grow existing client portfolios, making strategic investment recommendations and monitoring performance.
• Stay updated on industry trends and regulatory changes impacting wealth management.
• Collaborate with other departments within the company to ensure seamless service delivery to clients.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• Minimum 3 years of relevant experience in wealth management or financial services.
• Proven ability to build and manage client relationships.
• Strong analytical skills and proficiency in financial modeling and data analysis.
• Excellent interpersonal and communication skills, both written and verbal.
• Ability to work independently and as part of a team.

Qualifications

• Series 7, 66, and 63 licenses preferred.
• Knowledge of wealth management software and tools.
• Experience with CRM systems.

Skills

• Strong problem-solving and decision-making abilities.
• Effective time management and organizational skills.
• Ability to handle confidential and sensitive information.

Benefits

• Competitive compensation package including base salary and bonus opportunities.
• Incentive programs for achieving sales targets.
• Vacation and holiday pay.
• Paid time off for personal and family emergencies.
• Health, dental, and vision insurance options.
• Flexible work schedule.

Pay

Salary range: $60,000 - $90,000 annually, commensurate with experience.

Schedule

Full-time position with flexible working hours to accommodate client needs.

Note: The above details are subject to change and may vary based on the hiring manager's discretion.

For more information or to apply, please visit our website or contact us directly.

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