Relationship Manager

Relationship Manager

Location: Anchorage, AK
Compensation

$48–$52k DOE
Our Client

Our client is an independent wealth advisory firm based in Anchorage, dedicated to helping clients manage wealth, plan for retirement, and preserve their assets. As an independent firm, their loyalty belongs exclusively to their clients — not a parent company. They pride themselves on building long‑term, meaningful relationships through consistent advice and clear, easy‑to‑understand financial planning and asset management guidance.
What You'll Do

As the Relationship Manager — our client's "Director of First Impressions" — you'll be the first friendly face clients see and the first voice they hear on the phone. Responsibilities include:
Checking, sorting, responding to, and sending emails
Scheduling appointments
Answering and directing phone calls
Keeping the office clean, neat, and orderly
Assisting with preparing forms and stocking office supplies
Supporting other office tasks as needed
This is a great entry point into the financial planning industry, with genuine room for growth — most current employees have worked their way up within the company, and the firm actively encourages and supports continuing education.
Qualifications

Strong communication skills and great attention to detail
Friendly, professional demeanor and the ability to make a great first impression
Trustworthy and dependable
Able to learn, adapt, and work well as part of a team
Little to no experience required — any relevant experience is a plus
Schedule: Approximately 40 hours/week, Monday–Friday, 8:30am–4:30pm
Location: Anchorage, conveniently located near the University District
Closed on stock market holidays
Benefits Overview

After one year: 401(k) with profit share
QSEHRA for medical: up to $6,450/year for single coverage, up to $13,800/year for family coverage
After 90 days: one Friday off per month
Paid holidays
Weekly office‑covered lunch every Wednesday
Additional incentives and paid time off

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