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Wealth Relationship Manager – Hybrid Certs
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-02-28
Listing for:
Trust Point Inc.
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Eau Claire, WI is seeking a full-time Relationship Manager to join their Wealth Management team. The ideal candidate will have a passion for finance and will build trustworthy relationships with clients. Responsibilities include providing financial advice, developing client calling plans, ensuring compliance, and retaining existing accounts. The position requires a 4 Year Degree in Business or relevant field and offers a hybrid schedule, making it suitable for flexible work arrangements.
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