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Trust Point Inc. · 2 days ago

Relationship Manager - Wealth Management, Eau Claire

Eau Claire, WI

Full-time

Hybrid

Senior Level

5+ years exp

Trust Point Inc. is recognized as a 'Best Place to Work' and is looking to hire a full-time Relationship Manager for their Wealth Management team. The role involves providing financial advice, establishing client plans, and developing relationships to help clients achieve their financial goals.

Financial Services

Responsibilities

Providing thoughtful and objective advice to help client's succeed with their long term financial goals

Establishing client calling plans, including routine administrative, operational and investment review meetings, as well as event invitations and entertainment within guidelines as established by management

Making sound recommendations concerning matters on pricing, operations, and overall relationship enhancement opportunities

Developing trustworthy relationships with other service providers of the client such as attorneys, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client

Compliance and risk management oversight

Retaining and expanding existing accounts and the development of new business and the promotion of trust services

Continuing education through seminars, conferences and related training (both trust and investment specific and general trust industry knowledge) to promote skill growth and development and to maintain certifications

Participating in and/or coordination of designing, implementing and training on projects as requested. Specific responsibilities unique to an administrator are identified separately

Willingness to volunteer and support the local community

Qualification

CFP certificationCTFA certificationFinancial planningCPA experienceTeam buildingInterpersonal skillsCommunication skills

Required

4 Year Degree Business, Accounting, Finance or other relevant degree, required

5 -10 Years Work Experience as a CPA preferred

This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination