Wealth Management Advisor / Relationship Manager
Job Opportunity at CRG Leadership Institute LLC

Posted on Sep 28

http://www.executivesuccesspartners.com    239-821-7254

Location: Naples, FL
Job Type: Full Time
Job ID: W4112993

Our client is Southwest Florida's largest, independent financial advisory firm, and is located in sunny Naples, Florida. Their goal is to work with high net worth and affluent clients to adopt sound risk appropriate investment strategies and to assist clients in achieving their wealth management objectives. They will build each piece of their clients' customized portfolios to focus on their first priority preservation of capital. Our client understands that families have spent years building wealth, and it is their job to protect it.Our client has experienced tremendous growth in all of its lines of business. Their Wealth Management Practice is currently ranked as one of the fastest growing practices in the nation. Their team has grown to over 25 professionals and is seeking to aggressively expand its Wealth Advisory Practice in 2015 and over the next several years.In addition to its headquarters in Naples, Florida, our client has offices in Charlotte, North Carolina, and Omaha, Nebraska. Our client has clients in over 40 states and have achieved national recognition for their work.The culture they have built sets them apart you will sense it immediately when you visit their offices it's a combination of pedigree talent and highly motivated and fun-loving team members who are passionate about what they do. They are also very active in the local community, giving time and resources to various local charities. They all believe we have an obligation to give back. Service is a core value. We are currently seeking high-potential candidates to help grow client's Wealth Advisory Practice in Naples, Florida and Charlotte, North Carolina. If you possess significant wealth management business development and relationship management skills targeting high net worth and affluent clients, contact us directly. If you are passionate about this area of business and desire to join an amazing team poised for significant growth, this may be the opportunity you are seeking.


  • Bring an established book of business of $30 million+ in proven lead client relationship roles with 80% in advisory based management
  • 10 years industry experience in wealth management, private banking, trust services, family office or financial planning
  • Develop and manage a book of business of client relationships across product and service offerings while complying with all regulatory requirements
  • Grow the book of business through identifying value-added products and services for clients, identifying and acquiring client assets and developing additional business through referrals
  • Manage client relationships with a goal of helping clients achieve their wealth management and wealth preservation objectives
  • Coordinate communications across teams
  • Consistently deliver a world-class client experience


  • Strong track record of success generating sales and achieving significant production and goals
  • Demonstrated sales record as a top producer
  • Ability to work effectively with high net worth individuals and clients with investable assets of $1 million or more
  • Experience with managed portfolios, brokerage accounts, portfolio reviews, and wealth planning strategies
  • Demonstrated ability to understand clients’ financial situations
  • Experience in “quarter-backing” integrated service delivery with a team of third-party advisors including attorneys, CPA’s and other experts
  • Strong relationship management skills
  • Team player with a positive attitude
  • Strong client network and existing book of business
  • Excellent interpersonal skills and face-to-face relationship building abilities
  • Community and civic minded
  • Self starter, self motivated
  • No ego, energetic, and a dynamic personality

Bachelor's degree in business or related field required; Advanced degree a plus

Up to 10% or more travel may be required

Excellent variable rate payout fee structure

Naples, Florida and Charlotte, NC offices have openings

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