Remote Wealth Management Relationship Manager

Apollon Wealth Management, LLC; Mount Pleasant (SC); On-site; USD 70,000 - 100,000; Full time

Job summary

Apollon Wealth Management, LLC is seeking a Relationship Manager to deliver premier wealth management services to clients and financial advisors. You will work closely with our advisory team to gather information, prep for planning analyses, and coordinate client follow-ups in a remote setting.

Key duties include supporting meetings, coordinating tasks with back-office, and helping manage client accounts from onboarding through ongoing servicing while ensuring regulatory compliance and

Qualifications

• 3+ years recent industry experience (required).
• Familiarity with Salesforce preferred.
• Knowledge of Fidelity custodial platform/Wealthscape (required).
• Industry licensing (not required).
• Excellent interpersonal and communication skills.
• Strong organizational and multitasking abilities.
• Proficiency in financial software and tools.
• Dedication to maintaining client confidentiality and trust.

Responsibilities

• Attend client meetings and support advisors by gathering information.
• Create follow-up tasks and coordinate with back-office.
• Collaborate with advisors to execute trades and manage portfolios.
• Track and report status of outstanding tasks for advisors.
• Manage client accounts from onboarding to ongoing servicing.
• Gather and organize client information for planning analyses.
• Conduct outreach to implement advisor recommendations.
• Ensure all activities meet regulatory requirements and compliance.
• Coordinate with team to deliver seamless client experience.
• Serve as liaison between advisors and clients during planning.

Skills

Interpersonal skills

Communication skills

Organization

Multitasking

Financial software proficiency

Client confidentiality

Tools

Salesforce

Wealthscape / Fidelity Custodial

Financial software/tools

Job description

Apollon Wealth Management, LLC is seeking a Relationship Manager to deliver premier wealth management services to clients and financial advisors. You will work closely with our advisory team to gather information, prep for planning analyses, and coordinate client follow-ups in a remote setting.

Key duties include supporting meetings, coordinating tasks with back-office, and helping manage client accounts from onboarding through ongoing servicing while ensuring regulatory compliance and