Relationship Manager - Wealth Management, La Crosse

Trust Point-posted 2 months ago
Full-time • Mid Level
Hybrid • La Crosse, WI
101-250 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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Recognized as a 'Best Place to Work' for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Relationship Manager to join our Wealth Management team. We are looking for an individual that will use their passion for finance, investments, and planning to build impactful, trustworthy and long lasting relationships with their clients. For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals. Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year.

  • Providing thoughtful and objective advice to help client's succeed with their long term financial goals.
  • Establishing client calling plans, including routine administrative, operational and investment review meetings, as well as event invitations and entertainment within guidelines as established by management.
  • Making sound recommendations concerning matters on pricing, operations, and overall relationship enhancement opportunities.
  • Developing trustworthy relationships with other service providers of the client such as attorneys, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client.
  • Compliance and risk management oversight.
  • Retaining and expanding existing accounts and the development of new business and the promotion of trust services.
  • Continuing education through seminars, conferences and related training (both trust and investment specific and general trust industry knowledge) to promote skill growth and development and to maintain certifications.
  • Participating in and/or coordination of designing, implementing and training on projects as requested.
  • 4 Year Degree Business, Accounting, Finance or other relevant degree, required.
  • 5 -7 Years Work Experience in Relevant Business Environment, preferred.
  • Certification as a CPA, CFP and/or CTFA is desired or willingness to work towards Professional Credentials.
  • Excellent communications and interpersonal skills including: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.
  • Health insurance
  • Dental insurance
  • Life insurance
  • Long term disability
  • Paid holidays
  • Paid vacation
  • Generous 401k plan
  • Profit-sharing plan
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