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Wealth Management

Senior Client Relationship Manager – Wealth Advisory

Job in Riverside, Riverside County, California, 92504, USA
Listing for: McKell Partners Wealth Management
Full Time position
Listed on 2025-12-05
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A wealth advisory firm is seeking a seasoned Relationship Manager in Riverside, CA to support wealth advisors and ensure excellent client service. This full-time role emphasizes strong relationship management, organizational skills, and a client-centered mindset. Responsibilities include client communication, onboarding, and maintaining client records, with opportunities for competitive compensation, bonuses, and a positive work environment. Ideal candidates have 7–10 years in financial services and a relevant degree, ready to engage with clients effectively.
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Position Requirements
10+ Years work experience
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