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Kforce Inc · 1 day ago

Relationship Manager - Wealth Management

New York, NY

Full-time

Onsite

Senior Level

$125K/yr - $135K/yr

5+ years exp

Kforce Inc is a prestigious financial services firm seeking a Relationship Manager for their award-winning private wealth management team. The Relationship Manager will be responsible for developing and maintaining relationships with clients, providing strategic investment consulting, and collaborating with the Financial Advisor Team to help clients achieve their financial goals.

ConsultingEmploymentFinancial ServicesHuman ResourcesStaffing Agency

Responsibilities

Advise clients in accordance with the Team's agreed upon strategy

Analyze investment opportunities and client needs, and recommend appropriate strategies

Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management

Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed

Comply with all industry rules and regulations

Qualification

Series 7 LicenseSeries 63 LicenseInvestment Adviser RegistrationFinancial Industry KnowledgeClient Relationship ManagementCommunication Skills

Required

Bachelor's degree or comparable professional certification required

Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required

5+ years of FINRA Registration experience preferred

4 + years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients

Extensive knowledge around financial industry and product knowledge

Experience communicating directly with clients in regards to money management

Excellent written and oral communication skills