Wealth Manager (Fort Lauderdale)

Key Responsibilities: Manage and strengthen relationships with an existing book of wealth management clients. Serve as the primary point of contact for client needs, questions, and ongoing account management. Identify opportunities to expand existing client relationships through investment, retirement, and annuity solutions. Conduct regular client reviews and provide proactive communication. Build trust, maintain client satisfaction, and drive long-term retention. Generate referrals through established relationships and networking. Collaborate with internal investment and financial planning teams.

Qualifications: 5+ years of experience in wealth management, financial services, or a related client-facing role. Experience managing an existing book of business or client portfolio. Working knowledge of managed investment accounts and annuity products. Series 6, 63, 65 and/or 7 licenses; Life & Health Insurance license preferred. Strong relationship-building, communication, and client service skills. Experience with CRM platforms such as Salesforce preferred.