Registered Relationship Manager
Ascendo Resources
Financial Services Relationship Manager - Wealth Management
Ascendo is excited to present this opportunity in the financial services industry. We are looking for an energetic and driven professional to step into a dynamic client-facing role managing and expanding relationships with high-net-worth individuals. This position offers an established book of business to service immediately, combining comprehensive financial planning with exceptional client service. The right fit for this role will bring a strong baseline of wealth management experience, an active regulatory license, and a passion for delivering top-tier relationship management in a commission-eligible environment.
Responsibilities:
- Manage daily communications and long-term relationships with an assigned portfolio of affluent clients.
- Deliver comprehensive financial planning support and administrative servicing tailored to unique client goals.
- Act as the primary point of contact for client inquiries to ensure seamless and proactive problem resolution.
- Identify opportunities to enhance client portfolios and deliver value-added financial solutions.
Qualifications:
- Active Series 7 license required.
- Bachelor's degree from an accredited institution.
- 2+ years experience in relationship management or client services within wealth management.
- Ability to reliably commute daily to the office located in Boca Raton, Florida.
- Strong communication skills and comfort working within a commission-inclusive compensation structure.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
Vacancy posted 3 days ago
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