My client, one of the top Wealth Management firms in San Antonio, TX is seeking an Experienced Relationship Manager. Relationship Managers are an integral part of the Wealth Management Team. We are currently seeking a motivated individual to join our San Antonio or Lubbock team in this capacity. A successful candidate will display a high degree of professionalism, have strong interpersonal skills, and demonstrate an ability to engage existing clients. This person will assume the responsibility of administrative support to the firm’s advisors with wealth management services in order to help clients pursue their stated goals.

We compensate all Relationship Managers with a base salary plus a bonus model that rewards individuals that can manage objectives and service goals. We also offer a 100% Employer paid Employee Health Insurance Plan and a Company Matched 401k Profit Sharing Plan. Full Detail of other benefits offered is available upon request.

Responsibilities & Activities:

• Administrative support to the firm’s advisors with wealth management services in order to help clients pursue their stated goals
• Assists in research
• Helps maintain positive and constant contact with clients on behalf of the firm
• Assists other team members as requested

Knowledge, Skills & Abilities:

• Excellent interpersonal skills
• Excellent attitude and an extraordinary client service orientation
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• A burning desire to succeed
• An ability to handle multiple tasks
• Previous 2 years of financial service experience in working with and speaking to retail clients
• FINRA Series 7, 63, and Series 65 or 66 registrations

For IMMEDIATE consideration please apply or contact Nick DiMasi with Bearstone Talent Partners, LLC. at 619-733-3244

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• San Antonio, TX 78216: Relocate before starting work (Required)

Work Location: In person