Relationship Manager - Wealth Management

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Recognized as a "Best Place to Work" for the 6th 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 background in law, 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 like locally sourced steaks, produce, cheese and homemade apple pies!

A DAY IN THE LIFE OF A RELATIONSHIP MANAGER

• Providing thoughtful and objective advice to help clients succeed with their long-term financial goals.
• Establishing client calling plans, including routine administrative, operational and investment review meetings
• 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.

Requirements:

• 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

This position requires excellent communication and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.