Relationship Manager - Wealth Management, La Crosse

About the role

As a Relationship Manager in our Wealth Management team based in La Crosse, you will play a key role in developing and maintaining high-value client relationships. Your responsibilities include providing financial advice, managing client portfolios, and ensuring client satisfaction.

Responsibilities

• Develop and maintain strong client relationships through regular meetings and communications
• Provide personalized financial planning and investment advice to clients
• Manage and optimize client portfolios to meet their financial goals
• Stay updated on market trends and financial products to provide relevant insights
• Handle client inquiries and complaints professionally and efficiently
• Participate in team meetings and training sessions to enhance skills and knowledge

Requirements

• Bachelor’s degree in Finance, Economics, or related field
• Minimum 3 years of experience in wealth management or financial services
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite

Qualifications

• Series 7 and Series 66 licenses preferred
• Knowledge of financial planning software and tools
• Experience with CRM systems

Skills

• Strong understanding of financial markets and investment strategies
• Excellent organizational and time management skills
• Ability to handle multiple tasks and priorities effectively
• Strong written and verbal communication skills

Benefits

• Comprehensive health insurance coverage
• Flexible work schedule
• Professional development opportunities
• Employee discounts on financial products

Pay

The salary range for this position is $60,000 - $80,000 annually, commensurate with experience.

Schedule

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

Contact

To apply, please fill out the form below. We look forward to hearing from you!