Wealth Relationship Manager SAFE Act - RANCHO PARK/ LOS ANGELES
Core
Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions and grow wallet share.
Role type
Senior Wealth Relationship Manager (Financial Planning)
Builds
Client financial portfolios and relationships
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship building, regulatory compliance (SAFE Act, KYC/AML), risk assessment, product knowledge
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), investment strategies
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire high-value clients, anticipate complex financial needs, provide regular face-to-face engagement, manage client follow-up, ensure regulatory compliance, partner with branch team
Seniority
Senior, hands-on IC