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Wealth Management

Hybrid Relationship Manager — Client Success

Job in Waterville, Kennebec County, Maine, 04901, USA
Listing for: Golden Pond Wealth Management
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm based in Waterville, Maine, seeks a Relationship Manager to maintain positive client relationships and support financial advisors. This role includes preparing client presentations, managing transactions, and onboarding new clients. Ideal candidates should have two years of experience in financial services, hold relevant FINRA licenses or be willing to obtain them, and possess excellent organizational skills. Benefits include health insurance, 401K matching, and a flexible work schedule.
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