Joyful Wealth Relationship Manager & Paraplanner

Mitlin Financial, Inc®; Hauppauge (NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with match

Paid time off

Job summary

Mitlin Financial Inc ®, a growing wealth management firm in Hauppauge, NY, seeks a Relationship Manager to support advisors and deliver a human-first, JOYful experience for families. The RM coordinates client deliverables, documents interactions in the CRM, and helps prepare financial plans and proposals, while onboarding new families to the firm.

The role emphasizes service, attention to detail, and progression within a team of seasoned professionals.

Qualifications

• 3–5 years of experience in financial services with RIA exposure preferred.
• Strong client service mindset and ability to manage multiple tasks.
• Willingness to learn and adopt new technology in a fast-paced environment.

Responsibilities

• Support wealth advisors by coordinating client deliverables and meetings.
• Document client communications and tasks in the CRM with accuracy.
• Prepare proposals, financial plans, and custodial paperwork.
• Deepen client relationships through proactive service and empathy.
• Attend client meetings and assist with account maintenance and reports.

Skills

Customer service

Relationship management

Organization

Communication

Time management

Education

Bachelor's degree

Certified Financial Planner (CFP) designation

Tools

Salesforce

MoneyGuidePro

Holistiplan

DocuSign

Zocks

Job description

Mitlin Financial Inc ®, a growing wealth management firm in Hauppauge, NY, seeks a Relationship Manager to support advisors and deliver a human-first, JOYful experience for families. The RM coordinates client deliverables, documents interactions in the CRM, and helps prepare financial plans and proposals, while onboarding new families to the firm.

The role emphasizes service, attention to detail, and progression within a team of seasoned professionals.