ZipRecruiter

Log In

1

Cfp Relationship Manager Jobs (NOW HIRING)

washingtontrust

Wealth Relationship Manager

Providence, RI · Hybrid

$90K - $115K/yr

The Relationship Manager works closely with Portfolio Managers, Wealth Advisors, Financial Planners ... Professional designations, such as CTFA or CFP, are a plus. * High attention to detail and strong ...

washingtontrust

Wealth Relationship Manager

Providence, RI · Hybrid

$90K - $115K/yr

The Relationship Manager works closely with Portfolio Managers, Wealth Advisors, Financial Planners ... Professional designations, such as CTFA or CFP, are a plus. * High attention to detail and strong ...

401GO

Regional Relationship Manager

Sandy, UT · On-site +1

Role: Regional Relationship Manager Job Type: Full-time Location: Hybrid / Remote / Flexible ... Financial and/or Retirement designations ideal (AIF, CFP, QKA, CPRC, QKC) Why 401GO? At 401GO, w ...

Farther

Client Relationship Manager

Greensboro, GA · Hybrid

The Role As the Client Relationship Manager, you're the centralized point of contact for clients ... CFP designation or background in financial planning, tax, or accounting * Experience with portfolio ...

Washington Trust

Wealth Relationship Manager

Providence, RI · On-site

$90K - $115K/yr

The Relationship Manager works closely with Portfolio Managers, Wealth Advisors, Financial Planners ... Professional designations, such as CTFA or CFP, are a plus. * High attention to detail and strong ...

Rockefeller Capital Management

$60K - $130K/yr

The Client Relationship Manager will work withour Rockefeller Global Family Office Team membersand ... CFP, CPA preferred * Series 7 and 66 licenses required * Proficiency in Microsoft Office suite ...

previous pagenext page

Showing results 21-40

All JobsFinance And Insurance JobsCredit JobsCredit Manager JobsCfp Relationship Manager Jobs

Cfp Relationship Manager information

See salary details

$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 - Wealth Management

Spartanburg, SC • On-site

Connexa Search Group
See more jobs at Connexa Search Groupexternal

Other

Posted 2 days ago

New

Job description

Connexa Search Group is partnering with a boutique, privately held wealth advisory firm in the Greenville, SC area, to search for a relationship manager to work with existing clients and referral sources for new clients. Please feel free to reach out to Brandon Clark directly to ensure your resume is reviewed in a timely fashion.

This is a senior relationship manager role with a boutique, privately held wealth firm known for a client-first, long-term approach. The senior relationship manager serves as the primary relationship point for high-net-worth clients, working alongside internal planning, portfolio management, and fiduciary teams to deliver tailored financial guidance. The firm is committed to growth without compromising on service quality and has built a model that rewards advisors who prioritize relationships and steady, organic book development.

Responsibilities:
  • Serve as the primary relationship contact for high-net-worth client accounts, coordinating across internal planning, investment, and fiduciary teams to deliver a comprehensive client experience.
  • Develop a thorough understanding of each client's financial goals, time horizon, risk tolerance, and lifestyle considerations.
  • Prepare investment policy statements and translate client priorities into clear direction for internal portfolio management resources.
  • Build and grow client relationships through referrals, centers of influence, and existing client networks.
  • Once trained, support fiduciary and trust-related client work as part of the firm's full-service offering.
  • Coordinate with external advisors, including estate planning attorneys and tax professionals, as part of each client's broader advisory team.
  • Conduct regular client review meetings and provide consistent communication on portfolio updates, performance, and life events.
Requirements:
  • Bachelor's degree in business, finance, economics, or a related field, or equivalent professional experience.
  • Minimum of 5 years of experience as a financial relationship manager, advisor, wealth manager, broker, trust officer, or in a comparable client-facing wealth advisory role.
  • Series 65 required (firm will support obtaining if needed).
  • CFP, CFA, CTFA, or insurance designations preferred but not required.
  • Strong interpersonal and communication skills with the ability to discuss complex financial concepts in clear, client-friendly terms.
  • Demonstrated ability to work independently, manage multiple client relationships, and proactively identify client needs.
  • Genuine commitment to a fiduciary, client-first advisory approach.
#J-18808-Ljbffr

Apply