Relationship Manager- MUST HAVE a series 65 Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and ...
RK Partners
60 Rk Partners Jobs Hiring Near You
Relationship Manager- MUST HAVE a series 65 Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and ...
Associate (Service) Advisor-Kansas City
$60K - $65K/yr
Partner with internal team members to resolve client needs and improve service processes. * Participate in ongoing training and licensing development to expand financial services knowledge. What You ...
Quick apply
Associate (Service) Advisor-Kansas City
$60K - $65K/yr
Partner with internal team members to resolve client needs and improve service processes. * Participate in ongoing training and licensing development to expand financial services knowledge. What You ...
Associate (Service) Advisor-Kansas City
$60K - $65K/yr
Partner with internal team members to resolve client needs and improve service processes. * Participate in ongoing training and licensing development to expand financial services knowledge. What You ...
Quick apply
Associate (Service) Advisor-Kansas City
$60K - $65K/yr
Partner with internal team members to resolve client needs and improve service processes. * Participate in ongoing training and licensing development to expand financial services knowledge. What You ...
Associate (Service) Advisor-Kansas City
$60K - $65K/yr
Partner with internal team members to resolve client needs and improve service processes. * Participate in ongoing training and licensing development to expand financial services knowledge. What You ...
Associate (Service) Advisor-Kansas City
$60K - $65K/yr
Partner with internal team members to resolve client needs and improve service processes. * Participate in ongoing training and licensing development to expand financial services knowledge. What You ...
Serves as the Service Manager on a subset of clients to facilitate and accelerate the Transfer of Trust (handoff) process between Private Wealth Advisors and Producing Partners. * Serve as the focal ...
Serves as the Service Manager on a subset of clients to facilitate and accelerate the Transfer of Trust (handoff) process between Private Wealth Advisors and Producing Partners. * Serve as the focal ...
Wealth Management Advisor-Kansas City, Kansas
$105K - $150K/yr
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
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Wealth Management Advisor-Kansas City, Kansas
$105K - $150K/yr
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
You'll become the trusted operational partner to one or more financial advisors, serving as the primary point of contact for many client needs while coordinating every step of the client journey-from ...
You'll become the trusted operational partner to one or more financial advisors, serving as the primary point of contact for many client needs while coordinating every step of the client journey-from ...
Senior Tax Manager
$175K - $210K/yr
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Quick apply
Senior Tax Manager
$175K - $210K/yr
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Associate (Service) Advisor-Kansas City
$60K - $65K/yr
Partner with internal team members to resolve client needs and improve service processes. * Participate in ongoing training and licensing development to expand financial services knowledge. What You ...
Associate (Service) Advisor-Kansas City
$60K - $65K/yr
Partner with internal team members to resolve client needs and improve service processes. * Participate in ongoing training and licensing development to expand financial services knowledge. What You ...
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Senior Tax Manager
Chicago, IL · On-site
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Senior Tax Manager
Chicago, IL · On-site
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Senior Tax Manager
$175K - $210K/yr
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Quick apply
Senior Tax Manager
$175K - $210K/yr
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Financial Advisor-Seattle, WA
$140K - $155K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Quick apply
Financial Advisor-Seattle, WA
$140K - $155K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Financial Planner--Irvine, California
$86K - $116K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner--Irvine, California
$86K - $116K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Advisor-Seattle, WA
Chicago, IL · On-site
$140K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Financial Advisor-Seattle, WA
Chicago, IL · On-site
$140K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Financial Advisor-Seattle, WA
$140K - $155K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Quick apply
Financial Advisor-Seattle, WA
$140K - $155K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Financial Advisor-Seattle, WA
$140K - $155K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Quick apply
Financial Advisor-Seattle, WA
$140K - $155K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
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Posted 9 days ago
Job description
Relationship Manager-MUST HAVE a series 65
Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional
client experiences, and contribute to the financial planning and advisory process. This role offers a clear career path in
wealth management with strong opportunities for development and advancement at a firm known for its collaborative
culture.
Key Responsibilities
- Deliver an exceptional client experience by serving as a primary point of contact for clients, Wealth Advisors, and internal team members through frequent phone, email, and in-person communication.
- Partner closely with advisors to support client relationships, financial planning initiatives, and day-to-day service needs.
- Coordinate with internal teams and firm professionals to research, review, and execute time-sensitive and high-priority investment-related requests.
- Develop a strong understanding of portfolio construction, investment strategies, and risk management principles
- Manage and facilitate the onboarding and investment implementation process for new client accounts while ensuring adherence to firm policies and procedures.
- Support business development efforts by helping identify opportunities to deepen existing client relationships and attract new business.
- Maintain accurate and organized client records across multiple systems, ensuring data integrity, compliance, and confidentiality.
- Manage client information within the firm's technology platforms, including Addepar and other portfolio management and CRM systems.
- Participate in special projects and process improvement initiatives designed to enhance operational efficiency and elevate the client experience.
Preferred Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field preferred.
- 2+ years of experience within the financial services industry working client facing
- Experience supporting high-net-worth clients within an RIA, investment management firm, wealth management practice, or broker-dealer environment is highly preferred.
- Professional designation or licensing such as CFP, CFA, or Series 65 is a plus.
- Passion for helping clients achieve their financial goals through exceptional service and relationship management.
- Strong written and verbal communication skills with the ability to interact professionally with clients and colleagues.
- Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
- Analytical mindset with strong attention to detail and problem-solving abilities.
- Collaborative team player who thrives in a relationship-driven culture.
- Comfortable learning and utilizing financial planning software, CRM platforms, and wealth management technology tools.
*4 days in office- role based out of Chevy Chase, MD 20815