WEALTH MANAGER
Fort Lauderdale, FL | $90K–$110K Base + Commission & Potential Bonuses
We are seeking an experienced Wealth Manager to oversee and develop relationships with an established portfolio of clients. This is primarily a relationship-driven position, focused on client retention, ongoing account management, financial guidance, and identifying opportunities to further support existing clients. This is not a traditional hunter or heavy cold-calling sales role.
Key Responsibilities
- Manage and strengthen relationships with an existing book of wealth management clients.
- Serve as the primary point of contact for client needs, questions, and ongoing account management.
- Identify opportunities to expand existing client relationships through investment, retirement, and annuity solutions.
- Conduct regular client reviews and provide proactive communication.
- Build trust, maintain client satisfaction, and drive long-term retention.
- Generate referrals through established relationships and networking.
- Collaborate with internal investment and financial planning teams.
Qualifications
- 5+ years of experience in wealth management, financial services, or a related client-facing role.
- Experience managing an existing book of business or client portfolio.
- Working knowledge of managed investment accounts and annuity products.
- Series 6, 63, 65 and/or 7 licenses; Life & Health Insurance license preferred.
- Strong relationship-building, communication, and client service skills.
- Experience with CRM platforms such as Salesforce preferred.
Wealth Manager in Fort Lauderdale at Verve Search Group
This position is listed as full time and onsite. It was posted 4 days ago.