Relationship Manager, Financial Planning Services

Thrive Wealth Management, LLC; Lower Providence Township (PA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Bonus potential

Comprehensive health benefits

Paid vacation and sick time

401(k) eligibility with match

Opportunities for continuing education

Job summary

A financial planning firm in Pennsylvania is looking for a Relationship Manager to enhance client services and support advisors. Ideal candidates will have a Bachelor's degree and 1-2 years in wealth management, displaying strong interpersonal skills and a passion for helping clients achieve their financial goals. The position offers competitive compensation, a robust benefits package, and a chance for professional growth.

Qualifications

• 1-2 years experience working in wealth management or RIA.
• Must have passion for client service and being client-focused.
• Interest or current pursuit of CFP® designation is preferred.

Responsibilities

• Support financial advisors in creating financial plans.
• Organize workflow for the iThrive Life Planning Process™.
• Lead and mentor financial planning associates.

Skills

Interpersonal and communication skills

Client service orientation

Big picture thinking

Ability to work under pressure

Proficiency with Microsoft Office Products

Education

Bachelor's degree

Tools

Redtail CRM

Orion

Money Guide Pro

Job description

Relationship Manager, Financial Planning Services

We are a rapidly growing firm located in the King of Prussia, PA area seeking a full time Relationship Manager responsible for supporting the firm’s financial advisors and clients with financial planning responsibilities. The ideal candidate will have experience handling complex client transactions, building individual financial plans, implementing investment and financial planning recommendations, and hands‑on participation in client meetings. The position does not require sales responsibility.

Responsibilities

• Serves as a resource for financial advisors in designing a tailored financial plan for existing clients.
• Organize the technical tasks and workflow for the iThrive Life Planning Process™.
• Lead, mentor and help train financial planning associates in the day to day activities of the firm.
• Prepare presentations and other documents for client meetings and reviews.
• Attend meetings held by financial advisors with clients and prospects.
• Summarizes client meeting notes and performs follow‑up tasks as required.
• Gather client data and work with clients to ensure action items are executed.
• Be part of a broader team all working together to build client loyalty through a “one”—(note: completion of the statement may be required).

Qualifications

• Bachelor degree with 1‑2 years experience working in the wealth management and/or RIA arena building financial plans for individuals.
• Must demonstrate core Thrive Wealth Management values of trust, teamwork and accountability.
• Must have a passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
• Display well‑developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions and respond in language that clients understand.
• Be a “Big Picture” thinker.
• Have already obtained or be interested in obtaining the CFP® designation.
• Ability to work under pressure and meet deadlines in a fast‑paced demanding environment.

Our Goals for the Person in this Position

We want to reward EXCEPTIONAL behavior.

• Provide premium compensation relative to other independent, planning focused firms.
• Provide an opportunity and the environment necessary for professional growth that will ensure long‑term success in our industry.
• Provide opportunities for continuing education.

Skills

Proficiency with Microsoft Office Products is required. Familiarity with Redtail CRM, Orion, and Money Guide Pro preferred.

Compensation

• Competitive base salary along with a bonus potential based on individual goals and performance.
• Comprehensive employee health benefits package.
• Paid vacation time, sick time and holidays.
• 401(k) eligibility with match.

Job Details

Seniority level: Not Applicable

Employment type: Full‑time

Job function: Sales and Business Development