Associate Advisor - Relationship Manager

3 days ago

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $75k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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Windward Recruiting

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Windward Recruiting is a premier recruitment agency specializing in executive search and recruitment within the wealth management and financial services sectors. With over 45 years of combined experience, Windward Recruiting is dedicated to connecting organizations with exceptional talent, ensuring successful placements that promote growth. The company emphasizes the building of long-term relationships with clients and employs a rigorous candidate screening process to identify the best fits for high-level positions.

Trust • Wealth Management • Investment Management • Retained Search • Fintech

2 - 10 employees

Founded 2017

🎯 Recruitment

💸 Finance

🤝 B2B

📋 Description

• Permanently remote Associate Advisor / Relationship Manager at Modern Wealth Management • Supports financial advisors by handling administrative tasks and client management • Takes ownership of operational duties to enhance client relationships • Coordinates with internal teams for efficient execution of client activities • Maintains accurate client records and tracks performance and activity

🎯 Requirements

• Bachelor's degree in finance, economics, business administration, or a related field is typically required • Work towards the attainment of Certified Financial Planner (CFP) designation may be preferred • Previous experience in a client-facing role within the financial services industry is highly desirable, particularly in wealth management or investment advisory • Ability to juggle multiple projects successfully • Ability to learn new concepts and software packages quickly • Independently motivated, have excellent communication skills and a strong work ethic • Strong educational credentials and analytical background • Strong verbal and written communication skills • Ability to identify, meet, and follow through with clients’ needs and requirements • Must interact effectively with office staff and be a goal-oriented team player • Strong attention to detail • Must demonstrate excellence in organizational and time management skills • Exceptional phone and client service skills, positive and upbeat attitude at all times • Experience/ability to work from home while maintaining a professional setting • Basic/Intermediate knowledge of Microsoft Excel • Experience with Salesforce (or other CRM software), financial planning software, Orion, and Microsoft Office tools a plus but not required

🏖️ Benefits

• Starting salary of $75,000 - $85,000 based on experience and credentials • Full benefit package including Life insurance • 100% company paid employee only premiums for Health, Dental & Vision Coverage • 4% company 401(k) match, 100% vested • Mentorship and learning opportunities • Great working environment with professional growth opportunities • Access to a great team of professionals & back-office support