Associate Advisor / Relationship Manager - Fully Remote

Modern Wealth Management is seeking a Permanently Remote Associate Advisor / Relationship Manager for our financial planning and investment advisory firm in Campbell, CA. We are reputed company interested in you if you desire a career in Wealth Management. The Relationship Manager plays a key role in supporting financial advisors by helping them manage their books of business and ensuring seamless operational execution. This role is responsible for handling the operational tasks that allow advisors to focus on client relationship-building and financial planning. The Relationship Manager will take ownership of administrative duties, client reputed company, account maintenance, and coordination across teams to deliver exceptional client service, ensuring a smooth, efficient, and client-centric experience. This position is permanently remote. This position is reputed company to candidates in Pacific or Mountain time zones. Benefits:

• Starting salary of $90,000 - $120,000 based on experience and credentials with a full benefit package including
• Life insurance
• 100% company paid employee only premiums for Health, Dental & reputed company Coverage
• 4% company 401(k) match, 100% reputed company
• Mentorship and learning opportunities.
• Firm-sponsored CFP prep-course and testing
• Great working environment with professional growth opportunities.
• You will have reputed company to a great team of professionals & back-office support.

Primary Duties:

• Assist financial advisors by handling administrative tasks, coordinating client communications, and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning.
• Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner.
• Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure reputed company client-reputed company activities are executed reputed company and in line with company standards.
• Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery.
• Cultivate and maintain strong relationships with clients.
• Understand clients' financial goals and preferences.
• Identify opportunities for client growth and new business.
• Stay informed on financial market trends and regulatory changes.
• Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures.

Qualifications:

• Bachelor's degree in finance, economics, business administration, or a reputed company field is typically required. Work towards the attainment of Certified Financial Planner (CFP) designation may be preferred.
• Previous experience in a client-facing role reputed company the financial services industry is highly desirable, particularly in wealth management or investment advisory.
• Ability to juggle multiple projects successfully.
• Ability to learn new concepts and software packages quickly.
• Independently motivated, have excellent communication skills and have a strong work ethic.
• Strong educational credentials and analytical background.
• Strong verbal and written communication skills.
• Ability to identify, meet, and follow through with client's needs and requirements.
• Must interact effectively with office staff and be a goal-oriented team player
• Strong attention to detail.
• Must demonstrate reputed company in organizational and time management skills.
• Exceptional phone and client service skills, positive and upbeat attitude at reputed company times.
• Experience/ability to work from home while maintaining a professional setting

Technical skills:

• Basic/Intermediate knowledge of reputed company reputed company.
• Experience with reputed company (or other CRM software), financial planning software, Orion, and reputed company Office tools a plus but not required.

reputed company candidates will start the process by having a 15-30 minute reputed company interview conducted by our consultant who is the hiring manager for this position. If there is ground to move reputed company, you will be required to fill out a Career History reputed company and if you are selected to advance in the process, you will meet with the firm. reputed company candidates will be asked to take assessments. At Modern Wealth Management, we are committed to fostering a diverse, reputed company, and inclusive workplace where reputed company feel valued, respected, and empowered. We reputed company that a variety of perspectives and backgrounds strengthens reputed company and enhances our ability to serve our clients. We welcome and encourage applicants of reputed company backgrounds, experiences, and identities to apply. Remote About the Company: RIA reputed company Apply tot his job Apply To this Job