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Financial Relationship Manager Jobs (NOW HIRING)

Wells Fargo

Financial Relationship Advisor

Chandler, AZ · On-site

Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. In this digital client relationship role, you will support prospective and ...

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Financial Relationship Manager information

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$28K

$80.7K

$140.5K

How much do financial relationship manager jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial 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 is a financial relationship manager?

A Financial Relationship Manager is a professional who works with clients to provide financial advice, manage their banking and investment needs, and help them reach their financial goals. They act as a primary point of contact for clients at banks or financial institutions, building long-term relationships based on trust and understanding. Their responsibilities often include recommending financial products, assisting with account management, and ensuring clients receive personalized service tailored to their financial situations.

What are the key skills and qualifications needed to thrive as a financial relationship manager?

To thrive as a Financial Relationship Manager, you need strong financial acumen, customer service expertise, and typically a bachelor's degree in finance, business, or a related field. Familiarity with CRM platforms, banking software, and relevant certifications such as Series 6/7 or state insurance licenses are often important. Exceptional interpersonal, problem-solving, and communication skills help build trust and effectively manage client relationships. These skills ensure you can provide tailored financial solutions, retain clients, and drive business growth in a competitive industry.

How does a financial relationship manager typically collaborate with other departments to meet client needs?

Financial Relationship Managers work closely with various internal teams, such as loan officers, investment advisors, and customer service representatives, to deliver comprehensive financial solutions for clients. They often act as the primary point of contact, coordinating between clients and specialists to ensure seamless service delivery. Regular communication and cross-functional meetings are common, enabling Financial Relationship Managers to stay informed about available products and services, and to advocate for clients’ best interests. This collaborative environment helps ensure that each client’s financial goals are met efficiently and effectively.

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

AspectFinancial Relationship ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentBanking, financial institutions, client managementIndependent or firm-based, client-focused
Employer & IndustryBanks, financial services companiesFinancial planning firms, independent
Primary FocusManaging client relationships and cross-selling productsProviding personalized financial planning and investment advice

While both roles involve working with clients on financial matters, a Financial Relationship Manager primarily focuses on maintaining client relationships within banking or financial institutions, often cross-selling products. A Financial Advisor provides comprehensive financial planning and investment advice, often working independently or within advisory firms. Understanding these differences helps clients and professionals choose the right service or career path.

What cities are hiring for Financial Relationship Manager jobs?

Cities with the most Financial Relationship Manager job openings:

What states have the most Financial Relationship Manager jobs?

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

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

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

Financial Relationship Manager jobs near you
Infographic showing various Financial Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Financial Relationship Manager - Milwaukee / Green Bay, WI

Milwaukee, WI • On-site

Advisor Talent Solutions
See more jobs at Advisor Talent Solutionsexternal

Full-time

Re-posted 4 days ago

Job description

Position: Financial Relationship Manager

Firm: Legacy Partners Group

Location: Milwaukee or Green Bay, WI

Overview:

Are you looking to expand your career and to be part of a successful team? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Legacy Partners Group, located in Milwaukee or Green Bay, WI is seeking to add a Financial Relationship Manager to our team!

The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first.

Education/Experience:

  • Associate’s degree required
  • 1+ years’ experience working in a fast paced, sales driven environment
  • Experience in financial services, estate planning, and annuity sales experience a plus
  • Experience with Redtail and Wealth Box CRM is a plus
  • Must be able to obtain a Life Insurance License within 30 days
  • Must be able to obtain Series 65 within a year

Skills/Knowledge:

  • Knowledge about programs and able to effectively answer prospect questions
  • Previous experience in processing confidential, detailed paperwork
  • Excellent verbal and written communication skills
  • Self-motivated with excellent organizational skills and attention to detail
  • Demonstrated confidence and skill in public speaking

Responsibilities:

  • Develop and nurture new business and existing client relationships
  • Assess clients' financial needs and recommend appropriate solution's
  • Present, explain and educate insurance policies and options
  • Maintain accurate records and workflow using CRM
  • Collaborate with our financial planning team to deliver integrated solutions

Apply