Private Wealth Relationship Manager job in San Francisco, CA| Recruit Arrow
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Friday, April 19, 2024
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Title
Private Wealth Relationship Manager
Location : California, San Francisco
Refer job # RDGC336571
 
Job Responsibilities and Requirements: The Private Wealth Relationship Manager is responsible for developing and servicing certain or pre-identified client segments of a PWA or PWA team's client base. The Private Wealth Analyst also supports the team utilizing the OPM framework and can operate in multiple functional roles for the team. Requirements: Either Series 7 and 66 registration or Series 7, 63, and 65. All state licenses in support of FA or FA Team's client base. All product licenses in support of FA or FA Team's client base. Obtain and/or maintain at least one firm approved designation. Ability to collaborate and work in a team. Ability to actively prospect for business against stated goals, gather assets, provide financial planning support, and make appropriate investment recommendations. Industry Length of Service: 5 years, if not currently a Private wealth advisor.
 
 
 
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