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Wealth Advisor in West Palm Beach, FL


West Palm Beach, FL 33401
5w ago




5 - 7 years

Job Description

Job Description

The Client Relationship Manager will provide institutional and high-net worth marketing, business development and client service with a focus on understanding RIA client needs and work with the President and Director of Business Development to build and execute marketing strategies.

Responsibilities include but are not limited to:

  • Identify and develop potential referral sources and opportunities to secure new business, including but not limited to: centers of influence such as accountants and attorneys. Work with Hallmark's President and the Director of Business Development to design and execute strategy.
  • Manage high net-worth and institutional client relationships. Meet with clients to address specific investment and planning needs. Work with clients and Hallmark staff to resolve issues and ensure client retention.
  • Create and present financial plans to address planning needs for retirement, education, e
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Valid through: 2020-3-5

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