Relationship Manager for a Managing Partner

Outstanding Opportunity with our Financial Planning client located in Mullica Hill, NJ. for a Relationship Manager for a Managing Partner
Direct Hire

Salary-Up to $85K

Job Duties and Responsibilities

Serve as the primary point of contact for an assigned client book – building trusted, long-term relationships while working in lockstep with the Managing Partner / Senior Wealth Advisor

Lead data gathering and research to support the crafting of tailored financial plans – then take ownership of executing those plans with precision

Prepare comprehensive reports and materials for client review meetings – ensuring the advisor walks in ready and every client leaves informed

Attend client review meetings when appropriate – and close the loop on every follow-up item, without exception

Handle all administrative tasks for assigned clients with accuracy and care, including: opening accounts

Preparing forms

Initiating and following up on transfers

Placing trades and initiating funds requests

Drafting client-facing emails and communications on behalf of the Managing Partner – reflecting the firm's warm, professional voice

Step up wherever the team needs support – we are a collaborative, all-hands culture and no task is beneath anyone

Knowledge/Requirements

Series 65 or 66 required (or ability to obtain within 90 days of hire)

Professional designation (CFP®, ChFC, RICP®, EA®, or equivalent) strongly preferred – candidates actively pursuing a designation are encouraged to apply

Minimum of 3 years' direct experience in wealth management or financial planning – you know this industry and are ready to hit the ground running

Proficiency in Microsoft Office (Word, Excel, Outlook) is expected – not a learning objective

Hands-on experience with financial planning and portfolio management platforms strongly preferred – we use RightCapital, Holistiplan, Orion, and Wealthbox, and familiarity with any of these is a plus

Eager to learn and master new platforms – we invest in technology to serve clients better and expect our team to do the same

Must pass a background check and submit fingerprints to be kept on file

Additional Information

Office hours are Monday through Thursday 8:30 am to 5 pm and Friday 8:30 am to 4 pm Note: This position will have some flexibility for remote work.

15 days of paid time off after 90 days of employment

Additional days off in summer and around holidays at discretion of management

401(k) plan that allows employee deferrals and provides a 4% employer match immediately upon hire and a potential 4% profit sharing after 12 months

Immediate eligibility for health and dental benefits