Wealth Relationship Manager

JCW Group

Overview

Our client is seeking a Wealth Relationship Manager to join its growing wealth management team. This role is designed for an experienced financial planning professional who is ready to take on greater client-facing responsibility while continuing to work closely with senior advisors.

The ideal candidate has strong technical financial planning skills, communicates confidently with clients, and is looking to grow toward an independent advisory role.

Key Responsibilities

Develop comprehensive financial plans and strategies for HNW clients
Answer financial planning questions and prepare cases for senior advisors
Analyze portfolios and communicate investment recommendations to clients
Support and manage client relationships alongside senior advisors
Participate in client meetings and assist with issue resolution
Handle rollovers, account transitions, insurance documentation, and equity award processing
Support client onboarding and new business development
Identify opportunities to expand existing client relationships
Assist with prospecting, marketing, and CRM activity
Mentor junior team members and contribute to professional development

Qualifications

3–6 years of financial services experience
Series 65 required
CFP required OR in process
Strong financial planning and analytical skills
Excellent client communication and relationship-management abilities

Apply

Vacancy posted 4 days ago

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