Registered Relationship Manager

Financial Services Relationship Manager - Wealth Management
Ascendo is excited to present this opportunity in the financial services industry. We are looking for an energetic and driven professional to step into a dynamic client-facing role managing and expanding relationships with high-net-worth individuals. This position offers an established book of business to service immediately, combining comprehensive financial planning with exceptional client service. The right fit for this role will bring a strong baseline of wealth management experience, an active regulatory license, and a passion for delivering top-tier relationship management in a commission-eligible environment.
Responsibilities:
Manage daily communications and long-term relationships with an assigned portfolio of affluent clients.
Deliver comprehensive financial planning support and administrative servicing tailored to unique client goals.
Act as the primary point of contact for client inquiries to ensure seamless and proactive problem resolution.
Identify opportunities to enhance client portfolios and deliver value-added financial solutions.
Qualifications:
Active Series 7 license required.
Bachelor's degree from an accredited institution.
2+ years experience in relationship management or client services within wealth management.
Ability to reliably commute daily to the office located in Boca Raton, Florida.
Strong communication skills and comfort working within a commission-inclusive compensation structure.

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