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Financial Advisor Relationship Manager Jobs (NOW HIRING)

MidCoast

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Associate Financial Advisor (Advisor Residency)

Merrillville, IN · On-site

$70K - $120K/yr

Client Relationship Management * Advisor Development * Business Development You will work alongside experienced advisors, participate in client meetings, assist with financial planning, learn tax ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Make it fun THE POSITION We are seeking an experienced financial advisor who will help dentists ... Familiarity with Salesforce CRM and eMoney software WHO YOU ARE * Strong interpersonal skills, with ...

The Misch Group

Financial Advisor

Cincinnati, OH · On-site

Financial Advisor Job Summary: We are seeking a highly motivated and experienced Financial Advisor ... management services to clients, building and maintaining strong relationships while achieving ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 Company ... Client Relationship Management: Serve as the primary point of contact for assigned clients ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Make it fun THE POSITION We are seeking an experienced financial advisor who will help dentists ... Familiarity with Salesforce CRM and eMoney software WHO YOU ARE * Strong interpersonal skills, with ...

Mannyfesting Miracles LLC

Financial Advisor

Tampa, FL · On-site

$75K - $250K/hr

Are you an ambitious financial advisor in the Tampa, FL area looking to accelerate your career ... High adaptability to modern advisor technology, CRM platforms, digital planning software, and AI ...

Goldbook-Financial

Financial Advisor

Scottsdale, AZ · On-site

$51K - $320K/yr

We believe the strongest advisor-client relationships are built on trust, personalized guidance ... Minimum of 1-2 years of successful experience in financial advisory or wealth management services.

Goldbook-Financial

Financial Advisor

Los Angeles, CA · On-site

$51K - $320K/yr

We believe the strongest advisor-client relationships are built on trust, personalized guidance ... Minimum of 1-2 years of successful experience in financial advisory or wealth management services.

SYM Financial Corporation

Financial Advisor

Midland, MI · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Managing client relationships through ongoing client contact and communications to establish and ...

GoldBook Financial

Financial Advisor

Scottsdale, AZ · On-site

$50K - $150K/yr

We believe the strongest advisor-client relationships are built on trust, personalized guidance ... manage your own practice while delivering comprehensive financial strategies tailored to each ...

Guardian Life Insurance - Park Avenue

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Financial Advisor

Orange, CA · On-site

$2.0K - $4.0K/mo (+ commission)

... client relationships. As a Financial Advisor with Fullerton Guardian you will gather, manage and ... service a book of investment-oriented clients by identifying and acquiring assets and developing ...

ECG Resources

Financial Advisor-IL

Schaumburg, IL · On-site

Support Senior Financial Advisors in managing and growing an established practice * Build and maintain strong client relationships through proactive, client-focused service * Assist with business ...

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Financial Advisor Relationship Manager information

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$36K

$102.1K

$144K

How much do financial advisor relationship manager jobs pay per year?

As of Sep 13, 2026, the average yearly pay for financial advisor relationship manager in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a financial advisor relationship manager?

A Financial Advisor Relationship Manager is a professional who helps clients manage their financial portfolios by providing advice on investments, retirement planning, and other financial matters. They serve as the primary point of contact for clients, building and maintaining strong relationships to understand their clients’ financial goals and needs. Additionally, they coordinate with other financial specialists to offer comprehensive financial solutions and ensure high levels of client satisfaction. Their role involves regular communication, portfolio reviews, and staying informed about market trends to make informed recommendations.

How does a financial advisor relationship manager typically collaborate with other departments to serve clients effectively?

As a Financial Advisor Relationship Manager, you’ll regularly work with teams such as investment analysts, compliance officers, and client service associates to deliver comprehensive financial solutions. Effective collaboration ensures that clients receive tailored advice, seamless account management, and up-to-date portfolio information. You may also partner with marketing or product specialists to introduce new financial products or services to clients, helping to deepen relationships and address evolving needs. This cross-functional teamwork is essential for maintaining client satisfaction and meeting regulatory standards.

What are the key skills and qualifications needed to thrive as a financial advisor relationship manager, and why are they important?

To thrive as a Financial Advisor Relationship Manager, you need a solid understanding of financial markets, investment strategies, and regulatory requirements, typically supported by a bachelor’s degree in finance or economics and relevant licenses like FINRA Series 7 and 66. Familiarity with CRM software, financial planning tools, and portfolio management systems is essential. Exceptional communication, relationship-building, and problem-solving skills help you earn client trust and provide personalized advice. These skills and qualities are crucial for building lasting client relationships, ensuring regulatory compliance, and driving business growth.

What is the difference between Financial Advisor Relationship Manager vs Financial Planner?

AspectFinancial Advisor Relationship ManagerFinancial Planner
CertificationsSeries 7, Series 66, CFP (optional)CFP, Series 65/66 (often required)
Work EnvironmentBanking, financial institutions, client meetingsIndependent practice, advisory firms, client consultations
Primary FocusManaging client relationships, cross-selling productsCreating comprehensive financial plans and strategies
Employer & Industry UsageBanks, wealth management firmsFinancial advisory firms, independent practices

While both roles involve working with clients on financial matters, a Financial Advisor Relationship Manager primarily focuses on maintaining client relationships and promoting banking or investment products. In contrast, a Financial Planner develops detailed financial plans tailored to clients' long-term goals. The certifications and work environments often overlap, but their core responsibilities differ in scope and focus.

Is being a financial advisor relationship manager a stressful job?

Being a financial advisor relationship manager can be stressful due to managing client expectations, meeting sales targets, and staying updated on financial regulations. The role often requires strong communication skills, attention to detail, and the ability to handle high-pressure situations, especially during market fluctuations or client concerns.

What cities are hiring for Financial Advisor Relationship Manager jobs?

Cities with the most Financial Advisor Relationship Manager job openings:

What states have the most Financial Advisor Relationship Manager jobs?

States with the most job openings for Financial Advisor Relationship Manager jobs include:

What are popular job titles related to Financial Advisor Relationship Manager jobs?

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

Financial Advisor Relationship Manager jobs near you

Financial Advisor

Wylie, TX • On-site

Lifetime Wealth Management, P.C.
Finance and Insurance • 11 - 50 employees
Learn more about Lifetime Wealth Management, P.C.external

Full-time

Medical, Dental, Vision, PTO

Re-posted 20 hours ago

Job description

Experienced Financial Advisor

Lifetime Wealth Management

Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt

Reports To: COO / Practice Leadership

Compensation: Competitive Base Salary + Revenue Sharing + Performance Incentives

Build Something Bigger Than a Book of Business

Lifetime Wealth Management is seeking an experienced Financial Advisor to join our growing boutique, fee-only Registered Investment Advisor (RIA) serving high-net-worth individuals, families, executives, and business owners throughout the Dallas-Fort Worth area.

This is an opportunity for an established advisor who values long-term relationships over transactions, fiduciary advice over product sales, and wants to help grow a collaborative wealth management practice built on exceptional client service.

Unlike many firms, our investment committee manages portfolio strategy and security selection, allowing advisors to focus on financial planning, relationship management, and helping clients achieve their long-term goals.

What You'll Do:

  • Serve as the trusted advisor for high-net-worth individuals, families, executives, and business owners.
  • Build and maintain long-term client relationships through exceptional service.
  • Lead comprehensive financial planning and ongoing client reviews.
  • Transition an existing portable book of business, when applicable.
  • Grow your practice through referrals, relationship development, and professional networking.
  • Collaborate with Wealth, Tax, and Insurance professionals to deliver integrated planning solutions.
  • Guide clients through major financial decisions with confidence and professionalism.
  • Help expand Lifetime Wealth Management while contributing to a collaborative, growth-oriented culture.

What We're Looking For:

Required Qualifications:

  • 5+ years of experience as a Financial Advisor, Wealth Advisor, or Private Wealth Advisor (8+ years preferred).
  • Experience serving high-net-worth individuals, families, executives, and business owners with approximately $1M+ investable assets.
  • A portable book of business with demonstrated client relationships is highly desirable and will significantly strengthen your candidacy.
  • Proven ability to build and maintain long-term client relationships.
  • Series 65 or Series 66 (or ability to obtain).
  • Strong executive presence and consultative communication skills.
  • Passion for fiduciary, planning-focused financial advice.

Preferred Qualifications:

  • Fee-only RIA experience.
  • Experience transitioning client relationships.
  • Experience working with business owners and affluent families.
  • CFP®, CFA®, or other advanced planning credentials.
  • Familiarity with Schwab, Interactive Brokers, or Advyzon.

Why Join Lifetime Wealth Management?

  • Fee-only RIA with no broker-dealer affiliation, proprietary product quotas, or commission-driven sales pressure.
  • Dedicated investment committee so advisors can focus on relationships and planning.
  • Integrated Wealth, Tax, and Insurance teams delivering comprehensive client solutions.
  • Support for advisors transitioning from broker-dealer environments to a fee-only fiduciary model.
  • Entrepreneurial Operating System (EOS) culture focused on accountability, collaboration, and continuous improvement.
  • Leadership opportunities as the practice continues to grow.

Compensation & Benefits:

  • Competitive base salary
  • Revenue-sharing compensation model
  • Performance incentives
  • Health, Dental & Vision Insurance
  • 25+ Days PTO including company holidays
  • Early office closure at 3:00 PM on Fridays
  • Professional development and continuing education support
  • Collaborative, family-oriented culture

Our Core Values:

Everything we do is guided by our core values:

  • Loyal – Relationships first.
  • Attitude – Enthusiastic. Caring. Go-getter.
  • Results Oriented – Committed. Goal focused. Service driven.
  • Authentic – Genuine. Trusted. Professional.
  • Strategic – Big-picture thinker. Adaptable.
  • Loves to Be an Advisor – Passionate about helping others.
  • Seeks to Improve the Status Quo – Committed to continuous growth.
  • Own Your Outcomes – Accountable. Responsible. Results focused.

Why This Opportunity?

If you're an experienced advisor looking to leave a product-driven environment and join a growing fee-only RIA where relationships, planning, and client success come first, we'd love to connect.

We're looking for someone who can bring credibility, build lasting client relationships, and help grow an exceptional wealth management practice while delivering the boutique service our clients expect.

EEOC Statement: We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.