Client Relationship Manager

La Pointe Wealth Advisors; Temecula (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

La Pointe Wealth Advisors, a leading financial firm, is looking for a driven Relationship Manager. This entry-level role focuses on executing portfolio trading tasks, supporting seasoned advisors, and progressively engaging in direct client interactions, guided by core values such as integrity.

Qualifications

• Strong communication and interpersonal abilities.
• Basic understanding of financial products.
• Securities and Insurance Licenses or intent to obtain.

Responsibilities

• Management and execution of daily portfolio trading tasks.
• Preparation and maintenance of financial plans.
• Assist with client events as needed.

Skills

Communication

Interpersonal Abilities

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business Administration

Bachelor’s degree in Economics

Job description

2 days ago Be among the first 25 applicants

La Pointe Wealth Advisors provided pay range

This range is provided by La Pointe Wealth Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $150,000.00/yr

Direct message the job poster from La Pointe Wealth Advisors

We are a top LPL Financial firm seeking a driven and detail-oriented Relationship Manager to join our team. As you get acclimated in this role, your initial focus will be on executing daily portfolio trading tasks and supporting our seasoned financial advisors in preparing comprehensive financial plans. As you demonstrate proficiency and an unwavering commitment to our core values—especially integrity—you will progressively engage more in direct client interactions, ultimately meeting clients on your own.

Qualifications:

• Strong communication and interpersonal abilities, with a natural aptitude for building trust and rapport.
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field
• Basic understanding of financial products and a keenness to learn more within a dynamic environment.
• Securities and Insurance Licenses, or at least intent to obtain

Responsibilities:

• Management and execution of daily portfolio trading tasks for the firm
• Preparation and maintenance of financial plans
• Handle high-level projects for clients/advisors
• Assist with client events as needed

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Customer Service

• Industries

  Investment Advice and Financial Services

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