Relationship Manager/ Planner

A respected and growing Multi-Family Office is seeking an experienced Senior Financial Planning Associate to support the team and deliver an exceptional client experience.

This is not a sales role. You'll serve as a trusted resource for specific clients and manage financial planning, investment reporting, and day‑to‑day client service for high‑net‑worth individuals and families.

Responsibilities

Serve as the primary point of contact for assigned clients.

Prepare for client meetings, ensuring all materials are accurate and complete.

Develop financial plans, performance reports, reconciliations, and customized client presentations.

Support portfolio implementation and asset allocation recommendations.

Process Charles Schwab custodial paperwork and manage client requests.

Utilize eMoney Advisor, Morningstar Advisor, Black Diamond/Advent, and Microsoft Office to produce high‑quality client deliverables.

Collaborate with advisors to support ongoing financial planning and client relationship management.

Qualifications

5+ years of experience in financial planning or wealth management.

Strong knowledge of investments, financial planning, and portfolio reporting.

Advanced Microsoft Excel and Word skills.

Experience with eMoney Advisor, Morningstar Advisor, Black Diamond/Advent, and Charles Schwab custodial processes.

Excellent communication, organization, and attention to detail.

This is a full‑time, in‑office opportunity offering the chance to join a collaborative team that values exceptional client service, professionalism, and long‑term career growth.

If you're looking to make an impact within a high‑quality wealth management practice, we'd love to hear from you. All inquiries will be handled with the strictest confidence.

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