Client Relationship Manager, Wealth Planning (Hybrid)

Jambalaya Group; Glendale (CA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) retirement plan

Medical and other comprehensive health

Tuition reimbursement

Paid parking

Job summary

Castlewatch Wealth in Glendale, CA is seeking a Client Relationship Manager who will support advisors, prepare client meeting materials, process applications, and maintain accurate records. This in-office role requires licensed professionals and a commitment to delivering exceptional service.

The position offers hybrid eligibility after six months, a strong compensation package, potential for growth in wealth management, and opportunities for training and professional development.

Qualifications

• Current and active securities licenses required - series 7, series 66 and CA life & health.
• Experience in wealth management or similar client relationship role preferred.
• Familiarity with financial planning software and calculators.

Responsibilities

• Prepare client files, reports, and materials for meetings.
• Attend meetings, take notes, and document follow-ups.
• Enter and maintain accurate client information in systems.
• Assist with new account applications and client paperwork.
• Support the financial planning process using MoneyGuidePro.
• Manage advisor inboxes and respond to client requests promptly.
• Coordinate follow-up tasks after meetings.

Skills

Licenses (Series 7, Series 66, CA Life

Attention to detail

Multi-tasking

Communication skills

Education

Bachelor’s degree preferred

Tools

MoneyGuidePro

Job description

Castlewatch Wealth in Glendale, CA is seeking a Client Relationship Manager who will support advisors, prepare client meeting materials, process applications, and maintain accurate records. This in-office role requires licensed professionals and a commitment to delivering exceptional service.

The position offers hybrid eligibility after six months, a strong compensation package, potential for growth in wealth management, and opportunities for training and professional development.