Client Relationship Manager
La Pointe Wealth Advisors, Temecula, CA, United States
2 days ago Be among the first 25 applicants
La Pointe Wealth Advisors provided pay range
This range is provided by La Pointe Wealth Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$100,000.00/yr - $150,000.00/yr Direct message the job poster from La Pointe Wealth Advisors We are a top LPL Financial firm seeking a driven and detail-oriented Relationship Manager to join our team. As you get acclimated in this role, your initial focus will be on executing daily portfolio trading tasks and supporting our seasoned financial advisors in preparing comprehensive financial plans. As you demonstrate proficiency and an unwavering commitment to our core values—especially integrity—you will progressively engage more in direct client interactions, ultimately meeting clients on your own. Qualifications: Strong communication and interpersonal abilities, with a natural aptitude for building trust and rapport. Bachelor’s degree in Finance, Business Administration, Economics, or a related field Basic understanding of financial products and a keenness to learn more within a dynamic environment. Securities and Insurance Licenses, or at least intent to obtain Responsibilities: Management and execution of daily portfolio trading tasks for the firm Preparation and maintenance of financial plans Handle high-level projects for clients/advisors Assist with client events as needed Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Sales, Business Development, and Customer Service Industries Investment Advice and Financial Services Referrals increase your chances of interviewing at La Pointe Wealth Advisors by 2x Get notified about new Client Relationship Manager jobs in
Temecula, CA . Associate Account Manager, Employee Benefits (Hybrid)
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This range is provided by La Pointe Wealth Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$100,000.00/yr - $150,000.00/yr Direct message the job poster from La Pointe Wealth Advisors We are a top LPL Financial firm seeking a driven and detail-oriented Relationship Manager to join our team. As you get acclimated in this role, your initial focus will be on executing daily portfolio trading tasks and supporting our seasoned financial advisors in preparing comprehensive financial plans. As you demonstrate proficiency and an unwavering commitment to our core values—especially integrity—you will progressively engage more in direct client interactions, ultimately meeting clients on your own. Qualifications: Strong communication and interpersonal abilities, with a natural aptitude for building trust and rapport. Bachelor’s degree in Finance, Business Administration, Economics, or a related field Basic understanding of financial products and a keenness to learn more within a dynamic environment. Securities and Insurance Licenses, or at least intent to obtain Responsibilities: Management and execution of daily portfolio trading tasks for the firm Preparation and maintenance of financial plans Handle high-level projects for clients/advisors Assist with client events as needed Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Sales, Business Development, and Customer Service Industries Investment Advice and Financial Services Referrals increase your chances of interviewing at La Pointe Wealth Advisors by 2x Get notified about new Client Relationship Manager jobs in
Temecula, CA . Associate Account Manager, Employee Benefits (Hybrid)
Business Development Manager - Insurance Vertical
Temecula, CA $100,000.00-$125,000.00 2 days ago Account Manager (Orange and surrounding Counties)
Temecula, CA $66,560.00-$200,000.00 2 weeks ago Client Services Manager - Southern California
Outside Sales Account Manager - Hydraulic Service and Repair
Regional Sales Manager West - Industrial - Trojan
Regional Sales Manager West - Industrial - Trojan
Outside Sales Account Manager - Hydraulic Service and Repair
Regional Sales Manager West - Industrial - Trojan
Regional Sales Manager West - Industrial - Trojan
Regional Sales Manager West - Industrial - Trojan
Regional Sales Manager West - Industrial - Trojan
Regional Sales Manager West - Industrial - Trojan
Regional Sales Manager West - Industrial - Trojan
Oceanside, CA $95,000.00-$142,000.00 6 days ago Murrieta, CA $65,000.00-$125,000.00 1 week ago Life Sciences SaaS Software Sales Account Manager - California
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr