×
Register Here to Apply for Jobs or Post Jobs. X

Advisor Services Relationship Manager

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Magellan Financial & Insurance Services, Inc.
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Advisor Services Relationship Manager | Phoenix, AZ

You've been searching for a role that values your communication skills and your passion for helping others—but every job post looks the same. Until now.

Picture yourself as the lifeline for financial advisors at Foundations Investment Advisors, one of the fastest‑growing Registered Investment Advisors (RIAs) dedicated to empowering advisors nationwide. Your day revolves around meaningful conversations, solving real challenges, and becoming the trusted partner every advisor counts on.

This isn't just another customer service job. It's your gateway into the dynamic world of financial services, with endless potential to grow.

Here's what you'll do:
  • Be the go‑to contact for financial advisors, guiding them through questions, onboarding, and solutions.
  • Engage proactively with advisors to boost their success and satisfaction.
  • Collaborate with internal teams to swiftly resolve issues.
  • Use cutting‑edge CRM tools to stay organized and deliver results.
  • Play a key role in events and training sessions that advisors genuinely appreciate.
Why you'll thrive here:
  • Your voice matters—your ideas improve advisor experiences every day.
  • You'll join a passionate team in our Phoenix office, growing alongside industry leaders.
  • No two days are alike—each brings fresh challenges, new relationships, and genuine impact.
We're looking for someone who:
  • Loves communicating, mainly by phone, and quickly builds trust.
  • Is organized, responsive, and eager to solve problems.
  • Brings energy, professionalism, and a desire to make a difference.

Experience in financial services or advisory roles is fantastic, but not required—we value attitude and potential just as highly.

Positions like this don't come around often. Apply now—because tomorrow may be too late.

#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary