Eau Claire, Wisconsin, United States · Hybrid
EXPERIENCE OUR CULTURE! JOIN OUR TEAM! Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of Eau Claire, WI. is …
Skills: Relationship Development, Financial Planning, Investment Review, Risk Management, Compliance
Eau Claire, Wisconsin, United States • Hybrid
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Provide objective financial advice and manage long-term client relationships to help them achieve their financial goals. Responsibilities include business development, risk management oversight, and collaborating with other financial service providers.
Requires a 4-year degree in Business, Accounting, Finance, or a relevant field. Prefers 5-10 years of experience as a CPA and desires CFP or CTFA certifications.
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of Eau Claire, 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.
We offer a complete line of benefits including, health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
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.
Learn more about our culture here: Trust Point Culture Video
Trust Point also supports ongoing learning through employer-paid certifications and relevant education.
A DAY IN THE LIFE OF A RELATIONSHIP MANAGER
Requirements:
This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
Helping You Simplify and Secure Your Wealth since 1913.
We’ve been helping individuals, families, business owners, and non-profit organizations, typically with over $1 million in investable assets, simplify and secure their financial lives for over 100 years.
Offices: 230 Front Street North, La Crosse, WI 54602-0489, US · Riverplace, 43 Main Street SE, Suite 214, Minneapolis, MN 55414, US · 7 S Dewey St, Eau Claire, Wisconsin 54701, US
Helping You Simplify and Secure Your Wealth since 1913.
We’ve been helping individuals, families, business owners, and non-profit organizations, typically with over $1 million in investable assets, simplify and secure their financial lives for over 100 years.
Offices: 230 Front Street North, La Crosse, WI 54602-0489, US · Riverplace, 43 Main Street SE, Suite 214, Minneapolis, MN 55414, US · 7 S Dewey St, Eau Claire, Wisconsin 54701, US
