Relationship Manager

The Relationship Manager strives to be their clients' “go-to” person for all matters that do not require the financial advisor. They will work to maintain positive, productive relationships with client families, non-profits and other organizations. The RM also fills a critical role internally by supporting the advisor’s efforts in portfolio management and financial planning.

• Preparing client and prospect presentations
• Executing transactions & manage cash balances
• Oversee onboarding of new clients as directed by the advisors
• Manage account contributions, withdrawals, and gifts
• Assist advisors with developing financial plans

• Preference given to candidates with a minimum of two years in a support, sales or administrative role in financial services environment, with consideration given to other service industry experience
• Holds FINRA Series 7 & 66 licenses (and SIE, if applicable) or is willing to obtain licenses within first six months
• Excellent organizational and communication skills
• Proficiency in Microsoft Office preferred (Excel, PowerPoint, etc.)
• 401K with matching and profit sharing
• 100% company paid health insurance for employee
• Disability insurance
• Paid time off and sick leave
• Work schedule includes flex time and potential for partial remote work