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Financial Manager Financial Consultant Wealth Management

Investment Services Relationship Manager

Job in Rocklin, Placer County, California, 95765, USA
Listing for: First Technology Federal Credit Union
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Manager, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70304 - 78000 USD Yearly USD 70304.00 78000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Rocklin, CA is seeking a Relationship Manager to serve as a central contact for member investment needs. The role involves promoting financial products, conducting workshops, and collaborating with business partners. The ideal candidate has at least 2 years of relationship management experience in finance, strong interpersonal skills, and proficiency in data analysis. Competitive compensation ranges from $70,304 to $78,000 annually, plus quarterly incentives.

Benefit options include comprehensive medical coverage and generous PTO.
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