Financial Advisor - Relationship Manager

About the role

The Relationship Manager will maintain and strengthen existing client relationships within a collaborative, team-based advisory model. They will serve as a primary contact for assigned client relationships, build trust through consistent, proactive communication, and ensure clients receive a high level of service, informed decision-making, and coordinated advice.

Responsibilities

• Serve as a primary contact for assigned client relationships
• Build trust through consistent, proactive communication
• Maintain a deep understanding of each client's goals, priorities, and full financial picture
• Ensure clients feel supported, informed, and engaged
• Coordinate and participate in client meetings and reviews
• Follow through on all client requests and action items in a timely manner
• Monitor client accounts and ensure alignment with planning and investment direction
• Coordinate with internal team members across tax, investments, and operations
• Ensure all aspects of the client relationship are organized and up to date
• Identify opportunities to deepen client relationships
• Support introductions to additional family members or entities when appropriate

Requirements

• 3–10+ years in wealth management, financial planning, or client relationship management
• Experience working with high-net-worth clients preferred
• Licensing: Series 65 (or ability to obtain within 90 days)
• Preferred: CFP® or similar designation

Benefits

Competitive base salary, bonuses, and other benefits are offered.

Pay

Compensation details are competitive and tailored to individual performance and experience.

Schedule

The schedule is flexible to accommodate the needs of the client and the team.