Wealth Management Associate / Relationship Manager
$85k - $110kFull-time
MOHR Talent
Wealth Management Associate / Relationship Manager
Brentwood, NY | ONSITE | $85K - $110K Base + Bonus + Benefits
We’ve partnered with a growing, planning-focused wealth management firm seeking a polished and detail-oriented Wealth Management Associate / Relationship Manager to support high-net-worth and multi-generational client relationships.
This is a high-touch, client-facing role ideal for someone coming from an RIA, Private Wealth, or Wealth Management environment who understands the importance of proactive communication, follow-through, organization, and white-glove client service.
Responsibilities
- Support advisors and maintain ongoing client relationships
- Handle account servicing, onboarding, money movement, ACATs, and operational requests
- Prepare for client meetings and assist with financial planning workflows
- Maintain detailed CRM documentation and follow-up processes
- Coordinate with custodians, advisors, attorneys, and internal teams
Qualifications
- 2+ years within Wealth Management, Private Wealth, RIA, or Financial Planning environments
- Active Series 7 + 66 (or 65 preferred) REQUIRED
- Experience supporting high-net-worth clients
- Strong understanding of a planning-focused / relationship-driven wealth model
- Experience with CRM systems, financial planning tools, and operational workflows
- Strong communication, organization, and client service skills
Preferred Backgrounds
Client Service Associate (CSA) | Wealth Management Associate | Registered Client Associate | Financial Planning Associate | Associate Advisor | Relationship Manager
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at ***email_hidden***
LI-NM1
Vacancy posted 27 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Associate / Relationship Manager in Brentwood, NY vacancy
$70k - $80k
...Relationship Manager - Wealth Management Compensation Base: $70K – $80K (flex up to $85K max) Annual bonus (individual + firm performance) 401(k) match + strong benefits What You’ll Be Doing Act as a primary point of contact for high-net-worth clients Handle account servicing...SuggestedLocal areaFlexible hoursMOHR Talent
Huntington, NY3 days ago$115k
...Job Title: Relationship Manager Smithtown, NY $115,000 Position Overview The Relationship Manager (Client Service Associate) plays a critical role in supporting Financial Advisors and managing... ...Experience within an RIA or wealth management environment Strong understanding...SuggestedFull timeWork at officeLocal areaMohr Talent
Smithtown, NY3 days ago$24 - $34.4 per hour
...Puerto Rico, the express.com online store and the Express mobile app. Store Name Deer Park Responsibilities Express is seeking an Associate Manager to join our team. The Associate Manager supports the store manager in managing store operations, recruiting, management,...SuggestedHourly payFull timePart timeH1bWorldwideVisa sponsorshipWork visaNight shiftExpress
Deer Park, NY1 day ago- ...operation. Key Responsibilities: Lead and develop Quality Engineers and Inspection personnel Maintain and improve the AS9100 Quality Management System Drive KPI performance through root cause analysis, corrective actions, and continuous improvement initiatives Manage...Suggested
- Homegrown Essential Wellness in the United States - New York region is seeking a friendly Front Desk Representative to be the first point of contact for clients. You will greet customers as they arrive, book appointments, answer phone calls, and collect payment information...Suggested
Homegrown Essential Wellness
Smithtown, NY2 days ago $85k - $95k
...Associate Program Manager Job Order ID: 11449 Employment Type: Permanent Salary: $85000-95000/Yr Number of Positions: 1 Job Location: Medford, New York United States 11763 Brief Description: Our client...Permanent employmentExecutive Alliance
Medford, NY18 hours ago$100k
...income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE... ...preferred Excellent verbal, written, interpersonal, relationship building and presentation skills Strong work ethic with a drive...Local areaSlice Merchant Services
Hauppauge, NY2 days ago- ...Employee Groups and Celebration. Position Overview As the Associate Manager, you support the General Manager in the creation of... ...demonstrated ability to build and maintain positive working relationships with customers, management and co-workers. * Business acumen...Work at officeFlexible hoursNight shiftWeekend workAfternoon shift
- Business Relationship Manager - Business Banking As a Business Relationship Manager (BRM) in Business... ...across lines of business (Chase Wealth Management, Home Lending, Branch Teams... ...Ability to balance client needs with associated risks and interests of the firm and recognize...Work experience placement
- ...customer focused, enjoy building relationships and providing financial... ...as a Business Relationship Manager is for you. As a Business Relationship... ...lines of business (Chase Wealth Management, Home Lending,... ...needs of clients with associated risks and interests of the firm...Work experience placement
$100k - $120k
...complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Manager, Customer Service Full Time Management Hauppauge, NY, US 8 days ago Requisition ID: 1199 Salary Range: $100,000.00 To $120,000.00...Full timeContract workWork at officeLocal areaVisa sponsorshipWork visaiRF Solutions
Hauppauge, NY2 days ago$20.93 - $30.8 per hour
...Associate Store Manager - Walt Whitman Shops - Huntington Station, NY Job Category : Retail Requisition Number : ASSOC002715 Full-Time On-site... ...an engaging customer experience that focuses on building relationships through the connection and relation of our brand and brand...Hourly payFull timeRelocationShift workCarpenter Canada Co.
Huntington Station, NY3 days ago$2,500 per week
...Employment, Medical, Dental, and HSA Benefits, 401K Retirement Plan, and GHA company stock ownership (ESOP) plan. Please email your resume to ****@*****.***-associates.com and schedule a strictly confidential interview. Visit us at: #J-18808-Ljbffr GHA Technologies, IncCurrently hiringImmediate startDay shift$16 - $35 per hour
...assists with daily front desk operations, supports Front Desk Agents during busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy. Responsibilities include supervising front desk staff,...Hourly payFull timeShift workNight shiftAfternoon shiftHilton
Hauppauge, NY3 days ago- ...exhaustive list of all essential functions, duties, or skills required for this role. Management retains the discretion to add or change the duties at any time The Quality Associate Manager is a key member of the site leadership team and is responsible for planning,...Local areaVisa sponsorshipWork visa
$125k - $250k
...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You... ..., with most candidates for this role falling within the Senior Associate to early Manager range. For NYC and California, the expected...Work at officeLocal areaEisnerAmper
Melville, NY18 hours ago$17.7 - $22.62 per hour
...pets), ensures good communication with associates and clients, and coordinates the care of... ...and scheduling future appointments. Manage the finances by maintaining accurate... ...Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursBanfield
Lake Grove, NY18 days ago$85k - $115k
...NJ - Hybrid position Come join our team! Job Overview The Relationship Manager in EPIC Private Client is responsible for providing exceptional... ...Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership...Hourly payFull timePrivate practiceEPIC Insurance Brokers & Consultants
Melville, NY1 day ago$70k
...culture. We promote exclusively from within. As an Account Manager you will... Win new accounts, expand existing accounts... ...are in line with market standards. Build and maintain relationships within accounts by providing quality contractors; proactively...Contract workFor contractorsAerotek
Melville, NY2 days ago$129.2k - $297.85k
...our team. KPMG is currently seeking an Associate Director, Tax to join our Partner Tax... ...the firm, both verbally and in writing Manage client population with minimum... ...may have a direct, adverse, and negative relationship with some of the material job duties of...H1bLocal areaWeekend workKPMG
Melville, NY2 days ago$70k - $80k
...POSITION SUMMARY The Public Relations Manager will report to the PR Director and will develop and maintain relationships with media, work on VIP dressing and compile reports outlining the departments activity. KEY RESPONSIBILITIES Support daily communication with editors...FreelanceSeasonal workWork at officeAlice and Olivia
Huntington Station, NY4 days ago- ...About the job Senior National Account Sales Manager Overview: We are in search of a Sr. National Account Sales Manager for our client. The Senior National Account Sales Manager (Sr Manager, Sales) will be responsible for managing all imaging product within the National...Full timeTemporary workRemote workWork from homeHome officeNight shift
QTM (Quantum Talent Management)
Melville, NY1 day ago - ...retailers, and driving reorders through strong relationship-building and product education. At... .... Identify and engage store buyers, managers, and owners Educate retailers on... ...Packages, Holiday Celebrations, and associate referral bonuses! Founded in 2011, Piping...Summer holidayRemote work
$130k
...brand vision and business objectives. Develop and enhance training manuals for all salespeople and customer service associates. Provide leadership, management, and direction to the Customer Experience and Customer Service teams, supporting the execution of training...Full timeMonday to FridayFlexible hoursAfternoon shiftGOAT INC
Plainview, NY3 days ago$95k - $200k
...security services to commercial clients nationwide. They seek a high-performing Sales Account Manager to drive new business development and expand strategic client relationships throughout the New York metropolitan market. Reporting directly to the President and General...Base plus commissionFull timeRemote work$155k - $185k
..., operational, financial, quality, regulatory, and personnel management of Diagnostic Imaging and Patient Transportation Services. The... ...with regulatory requirements, supporting physician relationships, optimizing patient throughput, and advancing departmental growth...Catholic Health Service
Smithtown, NY2 days ago$115k - $135k
...Primary Care | Lyons, NY (Wayne County). Join a respected regional healthcare organization and build the kind of primary care relationships that make community medicine rewarding. My client is seeking a Family Nurse Practitioner for a primary care opportunity in Lyons...Local area$170k - $180k
...expertise, offering innovative medicines that aim to prevent, manage, and treat gastrointestinal and metabolic-related diseases. At... ...industry environments. Ability to develop solid and long-standing relationships with customers is extremely important. Computer literacy and...Contract workWork at office$80k - $90k
...Drive Growth | Build Relationships | Make an Impact | Regional Referral Relationship Manager (RRM) $80,000–$90,000/year | Plainview, NY What if your work directly expanded... ...events. Required Qualifications & Experience Associate or bachelor's degree preferred; equivalent...Full timeTemporary workLocal areaWork from homeFlexible hoursAfternoon shiftEthos Veterinary Health
Plainview, NY18 hours ago- ...Director The Campus Director is responsible for the overall management, growth, and operational success of the campus. This role... ...Community & Industry Partnerships Build and maintain relationships with local businesses, community organizations, and industry...InternshipLocal area
Ideal School of Allied Health Care
Hauppauge, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Associate / Relationship Manager. Be the first to apply!
Related searches
- identity management Brentwood, NY
- order management representative Brentwood, NY
- entry level construction management Brentwood, NY
- management team Brentwood, NY
- emergency management specialist Brentwood, NY
- IT performance management Brentwood, NY
- management opportunity Brentwood, NY
- construction management full time Brentwood, NY
- quality management nurse Brentwood, NY
- sales management training program - entry level Brentwood, NY