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Senior Relationship Manager

  • Minneapolis, MN

Point One

Senior Relationship Manager

Our client is a leading independent fee only Registered Investment Advisory firm. They provide a holistic investment approach to high and ultra-high net worth clients. We are looking for a someone to lead our comprehensive financial planning team. This individual will also provide investment portfolio management and personalized financial and tax planning to their clients.

The veterans who have made this company home come from banks, private firms, and wire houses. Collectively, they all agree the service they can offer the clients is second to none.

Our ideal candidate is someone with 10+ years’ experience in financial, retirement, estate and tax planning, a CFA and/or CFP designation

Our clients is offering a competitive salary and bonus based on production up to 20% of salary plus all benefits: 401k, life and health insurance, vacation, etc.

Location: Minneapolis MN

Compensation: 200k+ base + Bonus (up to 20% of base)

  • Max. file size: 300 MB.

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Bryon Vargas

Manager of Recruitment
Commercial Lending & Wealth Management

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