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Cfp Relationship Manager Jobs (NOW HIRING)

Beacon Pointe

WI · On-site

The Relationship Manager will join a highly talented team of wealth management and client service ... CFP or willing to pursue the CFP for completion within 24 months * 1-2+ years relevant experience

Jobtailor

Relationship Manager

Beachwood, OH · On-site

FINRA Series 7 registration, and a CFP, CIMA, CRPC, or CFA designation * Fluency with CRM, portfolio accounting, financial planning, and custodial platforms * Experience facilitating business reviews ...

Mercury

Relationship Manager

Portland, OR · On-site

$119K - $134K/yr

About The Role We're looking for a Relationship Manager to work with some of the most exciting ... Bonus points if you have your Series 65 license, CFP, or CFA charterholder. *Mercury is a fintech ...

New

Mercury

Relationship Manager

Manhattan, NY · On-site

$119K - $134K/yr

About The Role We're looking for a Relationship Manager to work with some of the most exciting ... Bonus points if you have your Series 65 license, CFP, or CFA charterholder. *Mercury is a fintech ...

New

Triwill Group

Relationship Manager

Manhattan, NY · On-site

$119K - $134K/yr

About the Role We're looking for a Relationship Manager to work with some of the most exciting ... Bonus points if you have your Series 65 license, CFP, or CFA charterholder. *Mercury is a fintech ...

Mercury

Relationship Manager

San Francisco, CA · On-site +1

$119K - $134K/yr

About the Role We're looking for a Relationship Manager to work with some of the most exciting ... Bonus points if you have your Series 65 license, CFP, or CFA charterholder. *Mercury is a fintech ...

Triwill Group

$119K - $134K/yr

About the Role We're looking for a Relationship Manager to work with some of the most exciting ... Bonus points if you have your Series 65 license, CFP, or CFA charterholder. *Mercury is a fintech ...

CFA Institute

$119K - $134K/yr

About the Role We're looking for a Relationship Manager to work with some of the most exciting ... Bonus points if you have your Series 65 license, CFP, or CFA charterholder. *Mercury is a fintech ...

CFA Institute

Relationship Manager

San Francisco, CA · On-site

$119K - $134K/yr

About the Role We're looking for a Relationship Manager to work with some of the most exciting ... Bonus points if you have your Series 65 license, CFP, or CFA charterholder. *Mercury is a fintech ...

SEI Investments

Relationship Manager

Oaks, PA · On-site

... MBA and/or CFP-preferred. * Current NASAA Series 65 or Series 66 license to qualify as an ... relationship management and buyer satisfaction. * A self-starter and an influencer, with a track ...

Sei-Investments

Relationship Manager

Oaks, PA · On-site

... CFP--preferred.Current NASAA Series 65 or Series 66 license to qualify as an investment advisor ... relationship management and buyer satisfaction.A self-starter and an influencer, with a track ...

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Cfp Relationship Manager information

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$28K

$80.7K

$140.5K

How much do cfp relationship manager jobs pay per year?

As of Sep 15, 2026, the average yearly pay for cfp relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Cfp Relationship Manager jobs?

For Cfp Relationship Manager jobs, the most frequently searched job titles are:

Relationship Manager

WI • On-site

Beacon Pointe
Finance and Insurance • 51 - 200 employees
Learn more about Beacon Pointeexternal

Other

Posted 13 days ago

Key responsibilities

  • Act as the primary liaison between high-net-worth clients, investment professionals, and the service support team to provide personalized service.

  • Research and respond to routine-to-complex client inquiries in a timely manner.

  • Assist with establishing new accounts, onboarding tasks, and account maintenance activities.

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager on our Dallas-Fort Worth, TX team. The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Responsibilities
  • Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
  • Research and respond to routine-to-complex HNW client inquires in a timely fashion.
  • Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
  • Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
  • Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
  • Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
  • Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
  • Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
  • Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred)
  • CFP or willing to pursue the CFP for completion within 24 months
  • 1-2+ years relevant experience
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications is a must
  • Experience using Tamarac is a plus.
About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.

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