Top 19 Wealth management Jobs in La Crosse, Wi

Relationship Manager - Wealth Management, La Crosse
Trust Point Inc. —La Crosse, WI
- Full-time
- CPA
- 5 years
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —La Crosse, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
IRA Specialist
Trust Point Inc. —La Crosse, WI
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid holidays
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Regional Vice President of Sales (South Atlantic)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
12d
Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
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Relationship Manager - Wealth Management, La Crosse

Trust Point Inc. -
La Crosse, WI

Quick Apply

Job Details

Full-time

Benefits

Profit sharing
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)

Qualifications

Customer relationship building
Bachelor's degree
Team building

Full Job Description

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 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 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

Providing thoughtful and objective advice to help client's succeed with their long term financial goals.
Establishing client calling plans, including routine administrative, operational and investment review meetings, as well as event invitations and entertainment within guidelines as established by management.
Making sound recommendations concerning matters on pricing, operations, and overall relationship enhancement opportunities.
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.
Participating in and/or coordination of designing, implementing and training on projects as requested. Specific responsibilities unique to an administrator are identified separately.
Willingness to volunteer and support the local community.

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 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.

Quick Apply

Refine Your Search

wealth management jobs in la crosse, wi

Relationship Manager - Wealth Management, La Crosse

Wealth Management Trainee (WI)

IRA Specialist

Relationship Manager – Private Wealth & Tax Solutions

Regional Vice President of Sales (South Atlantic)

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I want to receive the latest job alert for wealth management in la crosse, wi

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