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Wealth Management Financial Consultant

Senior Retirement Plan Relationship Manager – Remote

Remote / Online - Candidates ideally in
Jacksonville, Duval County, Florida, 32290, USA
Listing for: MP: Wired for HR
Remote/Work from Home position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Retirement Relationship Manager to build and sustain relationships with Plan Sponsors and Participants. The role involves guiding clients on retirement plans and ensuring regulatory compliance. Ideal candidates should have 5 years of experience in qualified retirement plan management, possess a FINRA Series 65 or 7, 66 license, and demonstrate excellent communication and organizational skills.

The position is primarily remote but requires travel to client locations several times a year.
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Position Requirements
10+ Years work experience
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