Relationship Manager - Wealth Management

Connexa Search Group is partnering with a boutique, privately held wealth advisory firm in the Greenville, SC area, to search for someone to be their Senior Financial Advisor. Please feel free to reach out to Brandon Clark directly to ensure your resume is reviewed in a timely fashion.

This is a senior advisory role with a boutique, privately held wealth firm known for a client-first, long-term approach. The Senior Financial Advisor serves as the primary relationship point for high-net-worth clients, working alongside internal planning, portfolio management, and fiduciary teams to deliver tailored financial guidance. The firm is committed to growth without compromising on service quality and has built a model that rewards advisors who prioritize relationships and steady, organic book development.

Responsibilities

Serve as the primary relationship contact for high-net-worth client accounts, coordinating across internal planning, investment, and fiduciary teams to deliver a comprehensive client experience.

Develop a thorough understanding of each client's financial goals, time horizon, risk tolerance, and lifestyle considerations.

Prepare investment policy statements and translate client priorities into clear direction for internal portfolio management resources.

Build and grow client relationships through referrals, centers of influence, and existing client networks.

Once trained, support fiduciary and trust-related client work as part of the firm's full-service offering.

Coordinate with external advisors, including estate planning attorneys and tax professionals, as part of each client's broader advisory team.

Conduct regular client review meetings and provide consistent communication on portfolio updates, performance, and life events.

Requirements

Bachelor's degree in business, finance, economics, or a related field, or equivalent professional experience.

Minimum of 5 years of experience as a financial advisor, wealth manager, broker, trust officer, or in a comparable client-facing wealth advisory role.

Series 65 required (firm will support obtaining if needed).

CFP, CFA, CTFA, or insurance designations preferred but not required.

Strong interpersonal and communication skills with the ability to discuss complex financial concepts in clear, client-friendly terms.

Demonstrated ability to work independently, manage multiple client relationships, and proactively identify client needs.

Genuine commitment to a fiduciary, client-first advisory approach.

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