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Chevy Chase

    Relationship Manager - Chevy Chase, United States - TritonPoint Wealth

    TritonPoint Wealth
    TritonPoint Wealth Chevy Chase, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Overview:

    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.

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