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Wealth Relationship Manager information

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$28K

$80.7K

$140.5K

How much do wealth relationship manager jobs pay per year?

As of Jul 6, 2026, the average yearly pay for wealth 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 does a Wealth Relationship Manager do?

A Wealth Relationship Manager is a financial professional who helps clients manage, grow, and protect their wealth. They provide personalized financial advice, investment management, and estate planning services tailored to each client's needs and goals. Their role often includes building long-term relationships with clients, understanding their financial objectives, and recommending suitable products and strategies. They may also coordinate with other specialists, such as tax advisors and legal experts, to offer comprehensive wealth management solutions.

How does a Wealth Relationship Manager typically collaborate with other financial professionals to serve clients effectively?

Wealth Relationship Managers often work closely with a team that includes financial advisors, portfolio managers, tax specialists, and legal experts to provide holistic financial solutions for clients. Regular collaboration ensures that clients receive comprehensive advice tailored to their financial goals, whether it's investment management, estate planning, or tax optimization. Frequent team meetings and joint client consultations are common, allowing for coordinated strategies and seamless communication. This collaborative environment supports both client satisfaction and professional growth within the wealth management sector.

What are the key skills and qualifications needed to thrive as a Wealth Relationship Manager, and why are they important?

To excel as a Wealth Relationship Manager, you need a strong background in finance, investment products, and client relationship management, typically supported by a bachelor's degree in finance or related field and relevant licenses such as FINRA Series 7 or 66. Familiarity with CRM software, financial planning tools, and portfolio management systems is essential. Outstanding interpersonal skills, trustworthiness, and proactive communication help build lasting client relationships and identify new opportunities. These capabilities are crucial for delivering personalized financial advice, retaining high-net-worth clients, and achieving organizational growth.

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

AspectWealth Relationship ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentBanking or private wealth management firmsIndependent or firm-based financial planning
Employer & IndustryFinancial institutions, private banksFinancial planning firms, independent practice
Primary FocusManaging client relationships and cross-selling banking productsProviding comprehensive financial planning and investment advice

While both roles serve high-net-worth clients, Wealth Relationship Managers focus on relationship management within banking environments, emphasizing cross-selling banking products. Financial Advisors primarily provide holistic financial planning and investment advice, often working independently or within advisory firms. Understanding these distinctions helps clients and professionals choose the right service or career path.

More about Wealth Relationship Manager jobs
What cities are hiring for Wealth Relationship Manager jobs? Cities with the most Wealth Relationship Manager job openings:
What states have the most Wealth Relationship Manager jobs? States with the most job openings for Wealth Relationship Manager jobs include:
What job categories do people searching Wealth Relationship Manager jobs look for? The top searched job categories for Wealth Relationship Manager jobs are:
Wealth Relationship Manager jobs near you
Infographic showing various Wealth Relationship Manager job openings in the United States as of June 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 68% Physical, 2% Hybrid, and 30% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.
Wealth - Associate Relationship Manager

Wealth - Associate Relationship Manager

Johnson Financial Group

Kenosha, WI • On-site

Full-time

Posted 13 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

The Wealth Associate RM is an entry level transitional role with expected development to a Wealth Relationship Manager or Advisor role.   This role will function within and support servicing, planning and client meetings.  

Key Responsibilities:

  • Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.
  • Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts.
  • Participate and assist with regular telephone and face-to-face client reviews. Give persuasive sales presentations and tailors delivery and material to meet audience needs as directed by lead Relationship Manager.
  • Frequent phone contact with clients regarding planning related issues (goals review, performance review), directed by lead Relationship Manager.
  • Assist Client Service Specialists with client services activities, client calls; understand the process of service-related requests.
  • Attend to special client needs such as cash requirements and reserves, tax planning and distribution analysis.
  • Financial Planning: review, prepare and update client-based plans, financial and estate planning primers, estate planning attorney searches.
  • Clear Touch: contribute to internal client service process and maintain client contact services standards.
  • Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
  • Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
  • Complete, timely and accurate CRM documentation of prospect/COI relationships.

Education, Knowledge, and Skills:

  • Bachelor’s Degree and minimum 2 years of experience working with affluent clientelee. A combination of appropriate education and experience will be considered.  
  • Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
  • Specialized knowledge of investment management and financial planning.
  • Series 65 (IA) required (will be given 6 months to achieve)
  • Required to pursue Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.
  • Knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession desired.
  • Understanding and strong working knowledge of MS Office products; familiarity with Schwab, Fidelity, RBC, and planning software. Ability to effectively utilize Bank and Wealth Operating Systems.

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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