Wealth Managers and Relationship Managers - Mill Valley, United States - WrapManager

Description

Our work is highly personalized, so we encourage an
atmosphere where people can be people, _not just workers_. We always keep our ears and eyes open for bright, personable talent.

If WrapManager sounds like a cultural fit for you — and if you're seeking a wealth management career opportunity where you can
collaborate and problem solve with some of the most intelligent and fun personalities in the industry — _we want to hear from you_.

Launched in 2000, WrapManager, Inc. is a privately held wealth management firm specializing in separately managed accounts (SMAs).

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Our success with managing private clients' assets is a result of our customer care approach, financial insights, deep experience, integrity and value.

_It's why clients turn to us and why we get up in the morning_.


Yes, WrapManager, Inc. offers a competitive benefits package.

Here's how to apply:

• Review the positions currently available on our three teams: Wealth Management, Client Relations, and Marketing.
• Research our company and send us a note as to why you want to join our team.
• If you match the job qualifications, fill the form
• Through our white glove service approach and consultative sales process, you will build long term client relationships.
• Retain long term clients by providing continuous communication, intelligent advice and suitable investment recommendations.
• Manage existing client base by focusing on deepening the relationships and increasing referrals.
• Provide feedback and ideas that contribute to the growth of the firm and maintain high client retention.
• Mentoring of junior wealth managers.

Mandatory Requirements:

• Minimum of 35 years experience working with high net worth individuals.
• Demonstrated success offering consultative solutions that result in new client relationships.
• CFP or willing to gain these credentials within 1 years.
• Series 7 and 66 or 65.