CFP-Driven Financial Planning Relationship Manager

Thrive Wealth Management, LLC

Philadelphia, Northern (Philadelphia County, KY)

Hybrid

USD 90,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Health benefits

Paid vacation time

401(k) with match

Holidays

Job summary

Thrive Wealth Management, LLC is a boutique independent financial planning firm near Philadelphia, PA. We are seeking a full-time Relationship Manager to support advisors and clients, handle complex planning, and participate in client meetings. CFP designation is a must; not a remote position.

The role emphasizes hands-on planning, collaboration with a team, and growth opportunities within our Life Planning™ approach.

Qualifications

Bachelor's degree required.
CFP designation required.

Responsibilities

Serve as a resource for financial advisors in designing and tailored financial plans for existing clients.
Organize tasks and workflows for the iThrive Life Planning Process™.
Prepare presentations and documents for client meetings and reviews.
Attend meetings held by financial advisors with clients and prospects.
Perform post-meeting investment and financial planning follow-up tasks as required.
Gather client data and ensure action items are executed.
Be part of a broader team to build client loyalty through a “one team” approach.
Lead, mentor and help train future financial planning associates.