Wealth Management Associate / Relationship Manager

Responsibilities

• Support advisors and maintain ongoing client relationships
• Handle account servicing, onboarding, money movement, ACATs, and operational requests
• Prepare for client meetings and assist with financial planning workflows
• Maintain detailed CRM documentation and follow-up processes
• Cook up with custodians, advisors, attorneys, and internal teams

Qualifications

• 2+ years within Wealth Management, Private Wealth, RIA, or Financial Planning environments
• Active Series 7 + 66 (or 65 preferred) REQUIRED
• Experience supporting high-net-worth clients
• Strong understanding of a planning-focused / relationship-driven wealth model
• Experience with CRM systems, financial planning tools, and operational workflows
• Strong communication, organization, and client service skills

Benefits

We offer a competitive compensation package including a base salary of $85K - $110K, plus bonus and benefits.

Pay

$85K - $110K Base + Bonus + Benefits

Schedule

ONSITE