Relationship Manager – Wealth Management

Claire Myers Consulting; Atlanta (GA); On-site; USD 85,000 - 110,000; Full time

Job summary

A leading financial advisory firm in Atlanta is seeking a Relationship Manager for Wealth Management. This role involves managing client interactions and ensuring exceptional service for high-net-worth clients. Ideal candidates will have substantial experience in financial services and a deep commitment to client relationships.

Qualifications

• 3+ years of experience in financial services.
• Familiarity with HNW planning needs.
• Service-first mindset.

Responsibilities

• Serve as the primary point of contact for client relationships.
• Assist with onboarding new clients.
• Maintain accurate notes in CRM and financial planning systems.

Skills

Client management

Communication

Organization

Follow-through

Education

Series 7 and 66 licenses (or willingness to obtain)

CFP certification preferred

Job description

Relationship Manager – Wealth Management

Relationship Manager – Wealth Management

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Our client is a nationally ranked, Top 50 Financial Advisor based in Atlanta. Known for integrity, excellence, and white-glove service, the firm supports a sophisticated client base with customized financial planning and wealth management. The team is lean, fast-paced, and highly collaborative, with a deep commitment to long-term client impact.

The Opportunity:

This is an opportunity for an experienced professional to join a high-performing team and play a key role in serving and growing existing client relationships. You’ll help manage client interactions, support planning needs, and deliver an exceptional client experience.

Key Responsibilities:

• Serve as the primary point of contact for a group of established client relationships
• Prepare for and participate in client meetings, including follow-ups and tracking next steps
• Identify planning and service needs and coordinate execution with the team
• Assist with onboarding new clients and ensuring a smooth transition
• Maintain accurate and detailed notes in CRM and financial planning systems
• Collaborate with the lead advisor to strengthen and grow client relationships

Ideal Candidate:

• 3+ years of experience in financial services, ideally in client-facing roles
• Familiarity with HNW planning needs and a service-first mindset
• Series 7 and 66 (or willingness to obtain)
• CFP preferred but not required
• Excellent communication, organization, and follow-through
• Values: work ethic, longevity, integrity, and responsiveness

Location: Atlanta, GA

Compensation: $85,000–$110,000 base + performance-based bonus + full benefits

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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