Relationship Managers and Support Advisors - RIA

  • Competitive
  • New York, NY, USA New York NY US
  • Permanent, Full time
  • Robert Half - US
  • 13 Jun 18 2018-06-13

Relationship Managers: • Location: NYC and other • Firm: Multiple • Experience: 5 -15 years • Credentials: CFA, CFP preferred......Support Advisors: • Location: NYC, NJ & CT • Firm: Multiple • Experience: 5 -10 years • Credentials: CFA, CFP always preferred

Relationship Managers

  • Description: The Financial Services Group at Robert Half is working with a number of independent wealth management firms seeking Relationship Managers (RM’s) to assist in providing financial planning and investment-related services to their client base of high net worth individuals. Though these are not traditional “Financial Advisor” roles that require an existing book of business, assisting in the business development efforts through working with current clients, COI’s and attending events to further the firms marketing efforts would be expected – as it is with all employees. CFP/CFA preferred, but not required. General range of 5-15 years of experience. Most of the firms we are representing are on the East Coast, but a number have West Coast offices as well and have expressed interest in candidates from the Los Angeles area or those who would be willing to relocate.

 

Support Advisors

  • Description: Separately, we are representing a number of independent wealth management firms seeking a Support Advisor. Assist the lead Financial Advisor in servicing the book of business - general Client and Advisor support, financial and investment planning.  CFP/CFA preferred, but not required. General range of 5-10 years of experience. NYC, NJ and CT based firms.