What are the responsibilities and job description for the Sr Wealth Management Advisor position at Kyler Professional Search?
Relationship Manager – Advice & Wealth Management
Hybrid | Financial Services
Our Client is expanding its Advice & Wealth Management organization and is seeking relationship-driven professionals to manage and elevate relationships with ultra-high-net-worth clients. This is an opportunity to step into a highly visible role where trust, expertise, and long-term impact matter just as much as performance.
In this role, you’ll manage a sophisticated book of self-directed clients with $5M–$25M in assets, serving as their primary point of contact and trusted partner. You’ll combine deep relationship management with thoughtful guidance, education, and tailored solutions—helping clients navigate complex financial decisions with confidence.
Why This Role Stands Out
- Manage a premium UHNW client base with meaningful assets and long-term relationships
- Engage in high-level wealth conversations that go beyond transactions
- Grow your expertise across advanced planning, investment solutions, and advisory partnerships
- Join a culture that invests heavily in training, development, and long-term career growth
What You’ll Do
As a Relationship Manager, you will:
- Serve as the primary relationship owner for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience.
- Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance.
- Lead sophisticated conversations around topics such as partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving.
- Strategically manage and grow your book of business while supporting broader retention and growth initiatives.
- Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values.
- Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience.
- Develop deep expertise across the organization’s products and services, using technical credibility to strengthen client relationships. (Comprehensive training is provided.)
Career Growth & Development
Our Client is hiring at multiple Relationship Manager levels, offering a clear pathway for advancement. Whether you’re ready to expand your scope or deepen your expertise with UHNW clients, you’ll be supported by structured onboarding, ongoing education, and leadership committed to your success.
What We’re Looking For
- Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance).
- SIE & Series 7 required prior to start
- Series 66 may be obtained after start
- 3 years of experience managing a book of business in financial services.
- 2 years of experience working with high-net-worth or ultra-high-net-worth clients preferred.
- A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions.
- Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving.
- Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential.
Work Model
This role follows a hybrid schedule, with in-office collaboration Tuesday through Thursday and remote flexibility on Mondays and Fridays.