Wealth Management Advisor

Veritas Partners

Job Description

Our client is in growth mode in the Carolinas! They are currently seeking an experienced Wealth Management Officer to join their team in the Raleigh market.

Wealth Relationship Management is responsible for the processes associated with wealth management relationship management, including the development of new client relationships and the maintenance of existing ones to enhance client satisfaction and loyalty. Activities may include:

Assessing client needs, providing personalized financial advice, coordinating investment strategies, and ensuring effective communication between clients and the wealth management team.
Specialty services such as estate planning, retirement solutions, and tax optimization strategies.
Monitoring client portfolios, addressing client inquiries, and implementing strategies to deepen client engagement and drive business growth within the wealth management sector.
5+ years' wealth management experience required.
Bachelor's degree required.
CFP is a plus.

Apply

Vacancy posted 14 days ago

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