Client Relationship Manager & Associate Wealth Advisor
Core
Apprentice-style wealth management role focused on building client relationships, assisting senior advisors with financial planning, and managing 401(k) and retirement plan services.
Role type
Associate Wealth Advisor / Client Relationship Manager
Builds
Client trust, financial plans, and retirement plan services
Domain
Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
FINRA SIE, Series 7, Series 66 licenses, 401(k) business knowledge, retirement plan expertise, client relationship management, financial planning support
Preferred skills
Retirement plan consulting experience, financial planning software proficiency, advanced industry designations
Technologies
Financial planning software, CRM systems
Responsibilities
Serve as primary point of contact for assigned clients, conduct client review meetings, assist in preparing financial planning recommendations, support portfolio reviews, coordinate ongoing service activities, identify opportunities to deepen client relationships
Seniority
Junior / Apprentice