Relationship Manager (HYBRID)

Outstanding Opportunity with our Financial Planning client located in Mullica Hill, NJ.
They are looking to hire a

Relationship Manager

Direct Hire

$60K - $75K

Hybrid schedule (2 days remote) once training is completed.

This person will work closely with our Wealth Advisors in fully servicing an assigned set of clients.

They will be the implementer of all aspects of the client relationship while providing support to our Wealth Advisors.

Routine contact with clients and vendors is required to obtain, clarify, or provide information while sustaining a professional image.

All our tasks are closely governed by standard operating procedures, and adherence to detail and instruction is crucial.

Job Duties and Responsibilities

Support 1–2 Wealth Advisors in servicing their client relationships – serving as a responsive, reliable point of contact for clients and helping ensure every interaction reflects our standard of care

Assist with data gathering and research to support financial plan preparation – and help ensure action items from plans are tracked and executed

Gather and prepare reports and materials ahead of client review meetings – so advisors are organized and clients feel well taken care of

Occasionally attend client review meetings – and follow up diligently on all action items with accuracy and care, including:

Opening accounts

Preparing forms

Initiating and following up on transfers

Placing trades and initiating funds requests

Draft client-facing emails and communications on behalf of the advisor team – 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 preferred – willingness to obtain is expected and firm will support the process

Professional designations (CFP®, ChFC, RICP®, EA®) are a plus – but we are equally excited about candidates who are motivated to pursue one and want a firm that will invest in their development

1–3 years of professional experience, ideally in financial services, wealth management, or a client-facing role – candidates with adjacent backgrounds who are serious about a career in this industry are encouraged to apply

Proficiency in Microsoft Office (Word, Excel, Outlook) required

Exposure to financial planning or portfolio management platforms is a plus – we use RightCapital, Holistiplan, Orion, and Wealthbox, and will train the right person on all of them

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

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