Financial Planning | Wealth Management

Global Accounting Network; Philadelphia (Philadelphia County); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

15 days of PTO after 90 days

Health and dental benefits

401(k) with employer match

Job summary

A financial services firm in Philadelphia area is looking for a Financial Planning & Client Relationship Manager. The ideal candidate must have at least 1-2 years of experience in finance or financial planning. Responsibilities include managing client relationships, gathering financial data, and preparing reports. The role offers standard office hours with some flexibility for remote work, 15 days of PTO, health benefits, and a 401(k) plan with employer match.

Qualifications

• Minimum of 1–2 years of experience in finance, financial planning, or wealth management.
• Series 65 or 66 license preferred, or willingness to obtain.
• Proficiency in Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Partner closely with Financial Advisors to manage and service client relationships.
• Serve as a primary point of contact for client inquiries.
• Gather financial data and conduct research to support financial planning.
• Prepare reports for client meetings.
• Attend client meetings as needed and document discussions.
• Execute administrative tasks related to client accounts.

Skills

Finance

Financial Planning

Client Relationship Management

Communication Skills

Attention to Detail

Tools

Microsoft Office

Job description

We are an established financial planning practice located in southern New Jersey, within commuting distance of the Philadelphia area. Our team is dedicated to helping clients make informed financial decisions and achieve their long‑term goals. We support a substantial client base and oversee a significant portfolio of assets, delivering personalized financial planning and advisory services.

Onsite in Mullica Hill, NJ - 30 minutes outside of Philadelphia

Position Summary

We are seeking a Financial Planning & Client Relationship Manager to join our growing team. This individual will play a key role in supporting financial advisors and enhancing the client experience. The position is ideal for someone with at least one year of experience in finance, financial planning, or a related field who is eager to grow their career in wealth management.

This role will serve as a primary point of contact for clients, helping to implement financial plans, manage day‑to‑day client needs, and ensure a high level of service. The ideal candidate is detail‑oriented, highly motivated, and thrives in a structured, process‑driven environment while maintaining a strong client focus.

Key Responsibilities

• Partner closely with Financial Advisors to manage and service client relationships
• Serve as a primary point of contact for client inquiries and ongoing support
• Gather financial data and conduct research to support financial planning strategies
• Prepare reports and materials for client meetings
• Attend client meetings as needed, document discussions, and manage follow‑up actions
• Execute administrative and operational tasks, including:
• Opening and maintaining client accounts
• Preparing and processing required documentation
• Initiating and tracking account transfers
• Assisting with trade execution and fund requests

Qualifications

• Minimum of 1–2 years of experience in finance, financial planning, wealth management, or a related field
• Series 65 or Series 66 license preferred (or willingness to obtain)
• Proficiency in Microsoft Office (Word, Excel, Outlook)

Core Skills & Attributes

• Strong interest in finance and financial planning with a desire to grow in the field
• Professional demeanor with excellent client‑facing and communication skills
• Highly organized with strong attention to detail
• Ability to manage multiple priorities and work both independently and collaboratively
• Technically proficient and adaptable to new systems and tools
• Proactive mindset with strong problem‑solving abilities
• Willingness to follow structured processes while maintaining flexibility

Additional Information & Benefits

• Standard office hours: Monday–Thursday (8:30 AM – 5:00 PM), Friday (8:30 AM – 4:00 PM)
• Some flexibility for remote work
• 15 days of PTO after 90 days of employment
• Additional discretionary time off during summer and holidays
• 401(k) with immediate 4% employer match and potential profit sharing after 12 months
• Immediate eligibility for health and dental benefits