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Wealth Management Relationship Manager II Job
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| Employer Name: Vanara |
SpiderID: 2222086 |
| Location: Washington, District of Columbia |
Date Posted: 5/13/2008 |
| Wage: |
Category: Finance/Investment |
| Job Code: SZYF5000 |
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Job Description:
 A Fortune 500 company seeks a Wealth Management Relationship Manager II with 5-7 years of combined financial sales experience in at least two Wealth Management businesses, banking, trust, investments, insurance, charitable, financial planning or estate planning or 5 years of sales leadership experience. The candidate will manage and grow a book of business for wealth clients. Retain and generate client revenue through a comprehensive understanding of the clients financial objectives by delivering holistic solutions through team specialists around each client in order to offer the most appropriate solutions and alternatives to meet the clients objectives and needs. Identify, generate and grow wealth management revenue from new and existing clients that meet or exceed annual goals. Build and maintain a portfolio of clients by helping clients define their financial goals and objectives, analyzing clients current financial resources and financial positions, identifying appropriate products and services to help client attain their objectives, ensuring clients are introduced a partner with appropriate specialists, inside Wealth and outside Wealth, and effectively closing sales for appropriate company products and services. Maintain current licenses by completing appropriate continuing educational requirements. Adhere to all Bank policies and procedures. The preferred candidate will be Certified Financial Planner or Chartered Financial Analyst. Four year college degree is required. Must obtain CFP within 2 years. Insurance, Series 7; 63 or 66 required or be willing to obtain all three within 9 months of hire. Market knowledge is desired.
For further information, please visit us online at http://www.vanara.com
Please send your resume to Law Firm Staff at jobs@vanara.com
Apply Now
Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:
Contact Information:
| Contact Name: Carleen Trapp |
Company Type: Recruiter |
| Company: Vanara |
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| City: Ephraim |
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| State: Utah |
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| Zip: |
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Web Site: http://www.vanara.com
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