TritonPoint Wealth, renowned for its entrepreneurial and independent spirit, seeks a Relationship Manager who embodies our values of trustworthiness, knowledge, and collaboration. This role is integral to cultivating empowering relationships with clients, ensuring their financial confidence and freedom.
Key Responsibilities: • Client-Centric Relationship Building: Foster deep, trusting relationships with clients, understanding and aligning with their financial aspirations. • Holistic Financial Guidance: Provide comprehensive, creative financial solutions encompassing investments, tax strategies, and estate planning. • Adaptive Portfolio Management: Manage client portfolios with diligence and adaptability, aligning with individual goals and risk profiles. • Empowering Communication: Regularly engage with clients, empowering them with knowledge and confidence in their financial journey. • Entrepreneurial Business Development: Drive growth through innovative client acquisition and retention strategies. • Collaborative Teamwork: Work in harmony with diverse teams, contributing to a culture of mutual learning and intellectual growth. • Commitment to Compliance and Integrity: Uphold the highest standards of professionalism, adhering to regulatory requirements.
Qualifications: • Bachelor's degree in a relevant field; CFP® or similar designation preferred. • 5+ years in wealth management, with a proven track record of client satisfaction. • Deep understanding of financial markets and wealth management strategies. • Exceptional communication skills, with a client-first mindset. • Proficient in modern financial planning tools and CRM systems. • A collaborative, open-minded approach to work and learning. • Team player with a collaborative spirit and the ability to thrive in a dynamic environment. • A passion for finance and a strong commitment to personal and professional development within the wealth management industry.
Career Growth Opportunity:
At TritonPoint Wealth, you're not just an employee; you're a valued member of our team. We offer a nurturing environment with an apprenticeship model, providing access to early, meaningful client interactions and progressive career path opportunities. We're committed to your long-term growth and success, valuing your voice and contributions.