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Wealth Management Specialist - NR
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Full-time
- The Elite Growth Practice (EGP) Relationship Manager role is a position on the Financial Advisor Team which operates in a capacity to further develop and service the client base.
- The Elite Growth Practice (EGP) Relationship Manager position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation.
- If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
- Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy
- Customer Service Management
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