Relationship Manager

United Capital Financial Advisors, LLC; Palm Desert (CA); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Paid time off and holidays

Retirement plan with company match

Job summary

United Capital Financial Advisors, LLC seeks a Relationship Manager in Palm Desert, CA to partner with Wealth Advisors and Managing Directors, delivering a high-touch client experience while enabling advisor productivity. You’ll handle money movement, onboarding, account maintenance, and client communication, supporting planning conversations and long-term relationship growth.

The role requires 3+ years in financial services, strong communication, organization, and the ability to work in a

Qualifications

• 3+ years of financial services experience.
• Prior client-facing experience preferred.
• Experience in wealth management, banking, trust, or related client operations.
• High level of organization and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong verbal and written communication skills.
• Series 65 or ability to obtain within onboarding period.
• Willingness to work in office four days per week.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Proficiency in Microsoft Office; CRM experience preferred.
• Familiarity with Schwab and Fidelity custodial platforms.

Responsibilities

• Partner with Wealth Advisors and MDs to support client relationships with a personalized, professional experience.
• Assist with meeting prep, follow-up, and ongoing client communication.
• Support onboarding, account maintenance, money movement, cash flow management, and suitability docs.
• Research and resolve complex client service and operational matters.
• Participate in financial planning support, pipeline tracking, and client reviews.
• Gain exposure to advisor workflows, planning conversations, and relationship management.
• Collaborate with advisors and office leadership to support cross-team capacity.

Skills

Client service focus

Communication skills

Organization / attention to detail

Multitasking / prioritization

Team collaboration

Office / calendar management

Education

Bachelor's degree in Finance / Accounting / Economics

Tools

Salesforce CRM

Microsoft Office

Schwab custodial platform

Fidelity custodial platform

Job description

Relationship Manager (RM) – Palm Desert, CA

The Role

As a Relationship Manager, you’ll be at the heart of client relationships, working directly with a Managing Director and Wealth Advisors to deliver a seamless, high-touch client experience while supporting advisor productivity and growth.

This Relationship Manager role is designed for a detail-oriented, client-facing professional who thrives at the intersection of client service, money movement, and operational execution. This is a career path in wealth management with opportunities to develop, grow, and advance in a nationally respected firm with a wonderful culture.

What You’ll Do

You will serve as a trusted execution partner to Advisors, owning money movement, account maintenance, and client operational workflows. You will act as a coordinator across custodians, planning tools, and internal systems to ensure accuracy, responsiveness, and an exceptional client experience.

• Partner closely with Wealth Advisors and Managing Directors to support ongoing client relationships, delivering a professional and personalized experience.
• Assist with meeting preparation, follow-up, and ongoing client communication.
• Support client onboarding, account maintenance, money movement and cash flow management, and suitability documentation.
• Research and help resolve complex client service and operational matters.
• Participate in financial planning support, pipeline tracking, and client review preparation.
• Gain exposure to advisor workflows, planning conversations, and long‑term relationship management.
• Collaborate with advisors and office leadership to support operational capacity across teams when needed.

What We’re Looking For

• Minimum of 3 years of financial services experience.
• Prior client-facing experience preferred.
• Experience within wealth management, financial advisory, banking, trust, or related financial services or client operations roles.
• High level of organization, attention to detail, and follow-through.
• Ability to manage multiple priorities in a fast‑paced, client‑driven environment.
• Strong communication skills, both verbal and written.
• Strong operational and administrative support skills with the ability to anticipate advisor and client needs.
• Ability to manage calendars, coordinate meetings, prioritize workflows, and maintain accuracy across multiple moving priorities.
• Series 65 registration or ability to obtain within a defined onboarding period.
• Willingness to work in an office environment 4 days per week.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Proficiency in Microsoft Office; CRM experience (Salesforce or similar) preferred.
• Familiarity with Schwab and Fidelity custodial platforms.

Why United Capital?

• Competitive compensation and comprehensive benefits package.
• Medical, dental, vision, life, and disability insurance.
• Generous paid time off, holidays, and parental leave.
• Retirement plan with company match.
• Direct mentorship and exposure to senior leadership and advisors.
• A clear career path toward advisor development for high performers.

Ready to Build a Career in Wealth Management?

Join a firm that values growth, professionalism, and long-term career development. If you’re client-focused, motivated, and ready to build toward an advisory future, we’d love to hear from you.

Equal Employment Opportunity Statement

All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital status, or any other protected status.

Applicants must be legally authorized to work in the United States without sponsorship.