Relationship Manager - Wealth Management La Crosse
Relationship Manager - Wealth Management La Crosse
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a Best Place to Work for the 8th year in a row by Business Intelligence Group Trust Point Inc. of La Crosse WI. is looking to hire a fulltime Relationship Manager to join our Wealth Management team. We are looking for an individual that will use their passion for finance investments and planning to build impactful trustworthy and long lasting relationships with their clients.
We offer a complete line of benefits including health dental life long term disability paid holidays and paid vacation. In addition we also offer a very generous 401k and profitsharing plan.
ABOUT TRUST POINT INC.
For more than 100 years Trust Point has provided a wide array of trusted financial services to individuals families businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
Learn more about our culture here: Trust Point Culture Video
A DAY IN THE LIFE OF A RELATIONSHIP MANAGER
- Providing thoughtful and objective advice to help clients 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.
Requirements:
- 4 Year Degree Business Accounting Finance or other relevant degree required.
- 5 7 Years Work Experience in Relevant Business Environment preferred.
- Certification as a CPA CFP and/or CTFA is desired or willingness to work towards Professional Credentials
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.
WORK SCHEDULE
This is a fulltime hybrid position working MondayFriday 8am5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths views and experiences. We believe that our differences enable us to be a better team one that makes better decisions drives innovation and delivers better business results.
Required Experience:
Manager
Employment Type
Full-Time
