Wealth Management Advisor

Wealth Management Advisor (
Relationship Manager
)

A leading wealth management firm is seeking an experienced Relationship Manager to manage complex client relationships, deliver exceptional service, and support continued business growth.

• Manage and strengthen existing wealth management relationships through proactive, high-touch client service.
• Develop and present comprehensive financial plans and provide planning guidance to clients.
• Partner closely with Investments, Trust, Tax, Planning, Operations, and Sales to deliver solutions and support new client onboarding.
• Handle account administration, transactions, documentation, and issue resolution while ensuring accuracy and compliance.
• Build relationships with clients, prospects, attorneys, CPAs, trustees, and other external partners.
• Identify opportunities for relationship expansion, referrals, and new business development
  .
• Participate in client meetings, prepare materials, maintain CRM records, and drive follow-up.
• Continuously improve processes and efficiency through effective use of technology and operational platforms.

• 5+ years of experience in wealth management, financial planning.
• Strong client-facing, communication, analytical, organizational, and problem-solving skills.
• Solid understanding of investments, financial planning, tax, fiduciary practices, and securities.
• Experience with financial planning software such as eMoney preferred.
• Series 65 required (or must obtain within 90 days).
• CFP® preferred
  ; CTFA/CFA with relevant experience also considered.

This is an opportunity for an experienced wealth management professional to take ownership of sophisticated client relationships while playing a meaningful role in business development and growth.