Client Relationship Manager & Financial Planner

Retirement Resource Center, LLC.; Boca Raton (FL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Monthly health insurance stipend

Job summary

Retirement Resource Center, LLC. is seeking a Client Relationship Manager & Financial Planner to serve as the primary contact for assigned clients. This full-time in-office role requires expert Excel/Word skills, proficiency in financial planning tools, and a strong service mindset.

A CFP designation or CPA is preferred, with a minimum of five years’ related experience. Hours are 8:30AM–5:30PM in-office, with potential flexibility.

Qualifications

• High desire to deliver service excellence.
• Strong Financial Planning experience.
• Professional communication with acute attention to detail.
• Integrity and honesty; ability to execute tasks diligently.

Responsibilities

• Serve as primary point of contact for assigned clients; act as trusted advisor.
• Support business development team; NOT a sales role.
• Prepare client deliverables including financial statements, reconciliations, performance reports, and financial plans.
• Actively prepare for client meetings and provide feedback on the financial plan.

Skills

Service excellence

Financial planning

Communication

Integrity

Time management

Detail-oriented

Education

Bachelor's degree

CFP Designation

CPA

Tools

eMoney Advisor

Morningstar Advisor

Black Diamond/Advent

Excel

Word

Charles Schwab paperwork

Job description

Client Relationship Manager & Financial Planner

Full-time, In-office position

As a valued team member of Fiduciary Family Office, the Relationship Manager position serves as the primary point of contact for assigned clients. The ideal candidate will have several years of previous experience in this specific financial planner role, and the ability to take initiative in an organized, thoughtful approach. The position requires analytical, pro‑active problem‑solving skills with an attention to detail and a service excellence mindset. This is a support role for the business development team, therefore, NOT a sales role.

Key Responsibilities:

• Advanced/Expert in Microsoft Excel and Word, and proficient in other Microsoft Office Programs
• High proficiency in eMoney Advisor, Morningstar Advisor, Black Diamond/Advent
• Strong knowledge of all types of investment vehicles and implementing asset allocation recommendations
• Experience with Charles Schwab custodial paperwork
• Prepare for client meetings having attention to detail on all items involved in the preparation
• Point of contact for client requests
• Have excellent time management and organizational skills with an ability to multi‑task
• Proactive preparation of client deliverables including but not limited to financial statements, reconciliations, performance reports, financial plans, legacy books, and other customized presentations
• Actively engage in preparation of client meetings, provide recommendations and feedback relative to the client’s financial plan as appropriate

Position Requirements:

• High desire to deliver service excellence
• Strong Financial Planning experience
• Exhibit professional, articulate communication skills with acute attention to detail
• Professional attitude and demeanor, personal integrity and honesty
• Diligent in seeing tasks/projects through to expedient execution
• Detail-oriented with the ability to thrive in a dynamic, fast‑paced environment

Experience and Education:

• Certified Financial Planner™ Designation or CPA preferred
• A bachelor's degree and minimum 5 years related same work experience preferred
• Comprehensive knowledge of investments and financial industry

Hours:

• This is a full-time in‑office position with hours from 8:30AM – 5:30PM, with an understanding that there may need to be flexibility based on client, advisor, and/or management needs

Compensation:

• Competitive base salary with 401(k) match and monthly health insurance stipend