High Net Worth Client Advisor/Financial Advisor
Base Salary (55K-65K)+ Bonus + Commission + Great Benefits
Will be managing large book of business .
Looking for a Seasoned Professional contributor that can work independently with limited supervision. The Relationship Manager is the first initial point of contact and the primary contact to highest income/net worth client’s portfolio with a focus on $250k affluent and $ 3.5M high net worth. R esponsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice.
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